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More options to customize invoice and sales form templates

Customize invoice and sales form template top suggestions:

Add custom fields on sales forms with filter options on reports
Allow font size to be changed
Add ability to import custom templates from QuickBooks Desktop
Custom width and height sizing of columns and rows
Increase character limit in sales form fields
Modify logo appearance on forms
Full visual edit and customization options for creating sales forms

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    started  ·  AdminQBO Team (Admin, QuickBooks Online) responded  · 

    Thank you so much for your feedback on sales form customization in QuickBooks. We acknowledge that we have a ways to go, but we’ve staffed this feature and are making headway.

    Right now, we have two versions of form customization running in parallel. In our newest one, we just released a beta of style import, wherein you can bring any *.docx based invoice template and use it in QuickBooks. You may access this feature by going to the gear, then clicking “QuickBooks Labs” > “Import Style.” Not on this version? We are moving people every month and enabling you to keep your old form too! Your default will change to start, but you can always revert to a frozen version of your old form without editing capabilities if you’d like.

    Lately we’ve been working on the print infrastructure to ensure you can print larger batches and render PDFs faster, invoice layout alignment, column width handling, and lots of your other requests.

    Next we will set our sights on supporting more forms (like statements) and expanding the import capabilities.

    Your feedback helps us prioritize what to do next. I hope this gives some transparency into what the team is working on. Thanks for your patience and keep the feedback coming!​​

    977 comments

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      • Feather commented  ·   ·  Flag as inappropriate

        Line Numbers need to be able to be printed out on quotes and invoices. We are creating double invoices (one in QB and one in Excel) so that we can bill our government contracts. All of the government contracts send P.O.'s with line numbers, and if the quote or invoice does not match exactly (including line numbers) they will reject the invoice. QB shows the line numbers on the screen, but they don't print out. This should not be a difficult change for QB to make -- the numbers are already there -- they just need to be included in the preview/print. PLEASE MAKE THIS CHANGE -- i'm doing double work on very large (50 plus items per) invoices.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Add the net worth graph back in like the old version. It allowed year over year analysis that this new force fed online version lacks.

      • Anonymous commented  ·   ·  Flag as inappropriate

        QuickBooks has remotely "redesigned" my vendor reports into a format I cannot use. Please restore my vendor reports back to its previous configuration.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Are statements available yet through the Import Form Style? I don't see it... I just moved over to QB Online and need to print my year end tax receipts.

      • Arlene commented  ·   ·  Flag as inappropriate

        it would be very helpful to be able to have a BOLD KEY when added new customers and be able to change color or highlight specific information. I know this is a quick fix a simply box with this capability can be done. I have seen it on other applications. Please make this happen soon it would be greatly appreciated. Thank you.

      • Cherise commented  ·   ·  Flag as inappropriate

        I agree. I know some of our customer's names are long, but allowing us to make that decision on a case-by-case basis rather than having it decided for us would be helpful. Most of the time there is still room for the name without having to wrap it to the next line, and even have it fit in envelope windows. Making it wrap can cause an issue if there are extra address lines. I just tried to print an invoice, and because of this issue, the City, State, and Zip lines of my address were obscured by the bottom of the window on the envelope. My only option is to figure out how to make the customer name fit one line, or delete or reposition a part of the address. The post office will not deliver a letter if they cannot see/read the zip code.

      • Glenn commented  ·   ·  Flag as inappropriate

        I have worked with Quickbooks for about 4 years , and each year around this time i prepare my corp taxes for the accountant.. Its the time of year i dread most as i have to come in contact with Quickbooks again. Ironically , product is created by Intuit , yet it remains the most un-intuitive product i've ever worked with. Here's my suggestion to Quickbooks and said creators ... throw in the towel, drop the product and cut my losses.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It is so incredibly frustrating to not be able to adjust row heights, etc. in Quickbooks Online. The beauty of Online is being able to use it anywhere you go. But this lack of adjustment is so incredibly frustrating. Have I mentioned that? Incredibly frustrating!!!!
        Not all invoices are one size fits all. :(

      • Annie DeSouza commented  ·   ·  Flag as inappropriate

        Switched online recently and unfortunately it will not work for us and we will be switching back to the desktop. In the invoicing side, it does not allow you to customized it enough to add a unit column in order for us to properly charge our customers. We are a wholesale Foods Distributor that sales items in cases, singular items, and by weight. So when we are selling chicken for example; the invoice needs to show the product (chicken) - unit (1cs or 1pc) - quantity (weight or quantity number) - price for item - total amount for that item. QuickBooks online does not have that capability at this current time. If it did, our sales guys would be able to get orders entered into QuickBooks more efficiently while on the road. QuickBooks is a great product, but the online version is lacking big time on the invoicing side....

      • Anonymous commented  ·   ·  Flag as inappropriate

        We sell apparel and are in dire need to add one or two columns to the Invoice form(s) to include, say, size and color selector fields (drop-down). In researching this with QB onlin, we've discovered that, at least in the online version, there is no allowance to fulfill such a simple task, in spite that many other Quickbooks users have made similar requests. As a newcomer to QB online, I am just wondering how much longer will users need to wait before the development team pay attention or simply state that it's never going to be an option (??). It would seem that for all practical purposes easy request, as at the risk of dating myself, even back in 1979 two business students did it while developing the first spreadsheet program "VisiCalc". I've also tried with the so-called customizable .docx forms and they also don't pass the mustard. Perhaps the team should have gone with mimicking a similar Microsoft product instead, namely Excel, as even in that antiquated relic adding columns is as easy as hitting "CTRL +". Any hope?

      • Lisa commented  ·   ·  Flag as inappropriate

        Just switched to on-line and we write custom proposals. Templates too confining. Need ability to adjust everything. Tried Import template, but it will not stay true through process. All looks good on upload but preview after information is entered on estimate has missing information and no row/column borders. WOW QB... this can't be rocket science to fix... let's get it done! Maybe get some pointers from DIVI theme by Elegant Themes guys on Wordpress.org... their modules and ability to customize them rocks! Thanks!

      • Anonymous commented  ·   ·  Flag as inappropriate

        We've moved from Quickbooks Desktop to Quickbooks Online and made full use of both custom invoices and statements in the desktop version. We have some customers who pay via direct debit and it helped stop confusion by being able to add specific information, especially to statements (i.e. This statement is only for info - payment will be made by Direct Debit).

        It definitely feels like a backwards step when moving over to QBO.

        We have setup a custom invoice template by import a .docx document but it is very time consuming to make one that looks good with everything lining up. The very limited fonts available doesn't help - we initially setup one with various fonts and then found out the list of fonts supported buried in the setup guide. I can't really see the reason why these are so limited.

        A drag and drop version would be much better where you could place any images, fields or text within the template - something modelled on the drag and drop editors used in MailChimp, Constant Contact etc. would be great.

        The template editor on Quickbooks desktop isn't very user friendly but at least it does allow you to put together a template that just about looks like what you want it to.

      • Shauna commented  ·   ·  Flag as inappropriate

        Is there a way to customize (or choose more than just one format) the date on the invoice templates so that it is written out. Eg. Nov 10, 2016 vs 11/10/2016 . It is important that we have written as clients and the format is different depending on the country they are from. Thanks.

      • Pablo commented  ·   ·  Flag as inappropriate

        Yes. Also should be able to Open and Close the invoice, like you can in Purchase orders.

      • Anne commented  ·   ·  Flag as inappropriate

        [Invoice No.] and [Full Name] are already available for invoices, could we please add [Description] and a few others? Perhaps have a list under Help that we can use. Thanks!

      QuickBooks Online Feature Requests: Sales Transaction

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