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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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ReyJohn_D
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The feature you're looking for is possible in all QuickBooks plans or versions, Richard Smallwood!

 

I can guide you on how to sort the columns when creating invoices. You'll just need to customize them to get the details you need. Here are the easy steps you can follow.

 

For QuickBooks Online (QBO):

 

  1. Click the Gear icon, and then choose Custom form styles.
  2. Select Invoice from the New style drop-down.
  3. Go to the Content tab, and then click the Columns section.
  4. Check the details you'll want to include, and then drag the rearrange icon to sort it.
  5. Click Done when you're ready.

 

Once done, make sure to select the template you've created from the Customize drop-down. You can also indicate the item's location by turning on the location tracking feature. If you want to review them, click Print or Preview, and then Save and close.

 

For QuickBooks Desktop (QBDT):

 

  1. Go to the Customers menu at the top, and then choose Create Invoices.
  2. Select the Formatting tab, and then Customize Data Layout.
  3. Head to the Columns tab, and then indicate the arrangement you want in the Order section.
  4. Make sure to tick the Screen and  Print checkboxes. Also, ensure to enter a Title for each of them.
  5. Click OK.
  6. You can also enable the location tracking feature in QBDT.

 

Lastly, we've collated some help articles about customizing invoices. Give it a shot for more insights. Make sure to toggle it based on the plan or version you're using.

 

You can count on me for other queries you may have with handling invoices in QuickBooks. I'd be glad to help you.

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