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Thank you for making your first post here in the Community, andershomerepair. I understand you have questions regarding your account type and some issues with your invoice descriptions. I want to clarify these matters and help resolve the invoice problem. Let's address each of your concerns thoroughly.
Firstly, regarding the Simple Start designation under your account. This means you're currently subscribed to our Simple Start plan, tailored for small businesses or sole proprietors with straightforward accounting needs. This version offers essential features like income and expense tracking, invoicing, and basic reporting.
Concerning the issue with your invoices not displaying the item description, let's ensure the invoice template is set up correctly. Here's a step-by-step guide to check and adjust your settings:
- Go to the Sales menu and choose Invoices.
- Click on the invoice you want to modify and select Edit Invoice.
- Tap on Manage next to the gear icon, then click Design.
- Select Add/Edit to check the template.
- Choose the template you use for invoices.
- Navigate to the Content tab and click the pencil icon to edit.
- In the Description box, ensure it's checked to display the item description.
- Once finished, click Done.
For more information on personalizing and adding specific info to your sales form, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Additionally, if you require more advanced features, consider upgrading to a higher-tier plan. To learn more about changing your subscription level, refer to this article: Upgrade or downgrade your QuickBooks Online edition.
I hope this information helps clarify your account status and addresses your invoice description issue. If you have any further questions or need additional assistance implementing these changes, please don't hesitate to reply below. We're here to help you make the most of your QuickBooks experience.