Click the Gear icon located in the upper right-hand corner. Under Your Company, click Custom Form Styles. Click the Edit link of the default invoice template. Click the Content tab, and click the header part of the invoice to expand more optio...
You'll want to be aware that on your invoice creation/editing screen, the dates will still appear as you originally entered them, while the PDF will display them in the resorted order. To verify my understanding, are your dates not sorting in a desce...
The “Edit Vendor” window should open Choose the “Additional Info” tab Select “Direct Deposit” “Payroll Service Account Information” should open. If you’re a Desktop Payroll Assisted user, skip to step 11 Go to “Direct Deposit” and select “Activate” under it ...
It’s nice to have you with us in the Community today. I’m here to share some information about QBO’s packing slip. The ability to edit, add or remove information on a packing slip is a great idea if added to QuickBooks Online. Please share us your insight and opinion by clicking...
It's a pleasure to have you in the Community today, @aseiberlich. I've got you covered, and let's work this out so you can get through this and change the product or service item on the invoice in your QuickBooks Online (QBO) account without clearin...
You need to manually open and edit the invoice. Then, re-select again the term since you're updated the due date. If not, it won't reflect on your old invoices or will show them as past dues. Here's how: Go toSalesfrom the left menu, thenInvoices. ...
To edit your imported template, you'll have to open and edit your original DOCX file. Then, import it again to QBO. But before doing so, you'll want to delete the existing template first. I'm adding this article to learn more about importing custom form styles...
Upon checking here on our end, the feature to merge invoices is unavailable. To get through this, you'll want to edit the first invoice and add the details you have from your second invoice. After modifying the first invoice, delete the second one so it doesn't become a du...
We can edit the invoice template on the Custom Form Styles page and make some changes. Here's how: Go to the Gear icon on the top menu. Choose Custom Form Styles. Find your custom or standard template. Select Edit in the Action column. Make any ...
I don't do anything to remove the "needs attention" message because I don't see why I should create poor accounting processes to workaround a flaw that QBO should fix. If you click on the invoice, every one shows "PAID" and links to the payment...