Dallin Smith

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      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…

      Dallin Smith commented  · 

      I just want these abilities in the import styles form option:

      1. Hide content if nothing is entered. For example, I don't want to show a discount row in my totals if no discount is entered. I don't want to show an empty space for ship via and tracking number if I don't put in shipping info on that specific invoice. It would be nice if next to each custom field I could click a button to say to hide the cell, row, column, or table if this field is empty.

      2. Have optional default values if nothing is entered. For example, if there are no taxes, I'd like to put $0.00 rather than just have an empty space on my form.

      3. Alter what the billing/shipping address looks like. I really want to use the Display Name As field rather than the Company field in the billing and shipping addresses because I use the Company field as an account number. Alternatively, you could just add account numbers for customers (which it's pretty ridiculous that they aren't there anyway). I also would probably prefer to not have the customer first and last name at the top either.

      Dallin Smith supported this idea  · 
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        Dallin Smith supported this idea  · 

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