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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!​​

    1016 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Bring back the classic template! As it stands now, I have both invoices and estimates where the subtotal and tax are on one page and the total is on another page. Also, what happened to the column for the product code? Why is it now part of the description on a separate line? I now have invoices and estimates that should only be one page long going over to two pages - this is wasteful and looks stupid!! Especially when all that is on the second page is either the sales tax and total or just the total!!

      • Eric commented  ·   ·  Flag as inappropriate

        We need to be able to import a sale receipt template from a Words Document just like we can in regards to invoices and estimates.

      • Eric commented  ·   ·  Flag as inappropriate

        No responses from QBO admins since 2015, seriously???

        C'mon QBO Team. Over 6K users including Canadian Users want this. Why the extreme delays? Are you even listening, eh?

      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree these templates look and operate horribly now that Classic template was removed! i've already spend hours and hours in share screen with QBs only to be told that i'm right and things aren't working correctly.
        They don't print out and fit correct in Intuits Invoice window envelopes .. purchased by them.. you can't edit to correct for that.
        All old past invoices auto defaulted to a new template altering what i've already submitted to my clients
        Except for fresh template all the others bunch together and it's hard to distinguish billable items. Classic has bullet points for each item
        Templates have huge amounts of unsightly blocks of color.
        Neither standard or custom imported invoices list a INVOICE TOTAL when a payment is applied - just PAYMENT then BALANCE DUE - so clients now have to add those together I suppose?!?
        Page numbers gone - Continued on next page gone - just randomly ends on the page.

        There are many issues with CUSTOM imported as well
        You can't import 2 pages sooo your Description / Activity/Amount etc header does NOT go to page 2, 3 etc.
        Invoice subtotal/total is not mapable - if a payment is applied it won't give you an invoice total just stays blank and gives you Payment & Balance Due if you map them.

        Custom Fields print out even if left blank so you have random fields that stay on the form... can't use the Gear on the invoice to Remove fields on a custom invoice

        I can go on....

        This has made invoicing professionally impossible for my department this week. NONE of these templates work for us nor do we want them representing our brand - granted Classic wasn't a work of art BUT IT WORKED!

        CLASSIC TEMPLATE should be able to remain even if you are rolling out alternatives.... why make so many people unhappy?!?

      • Dave commented  ·   ·  Flag as inappropriate

        These invoice templates are embarrassing. No way I can send these invoices out to a client. Xero keeps looking better and better to me.

      • Anonymous commented  ·   ·  Flag as inappropriate

        You really need to get these invoices sorted. They currently look unprofessional and to be honest, I am embarrassed to be issuing them to my clients. We need to be able to manipulate font size, location, put lines on the pages. Come on Quickbooks. This is basic stuff.

      • Ez commented  ·   ·  Flag as inappropriate

        i am confused, it says started on 2014 and 2015. so what is the status?
        we need custom fields for products.

      • Customer commented  ·   ·  Flag as inappropriate

        Really Quickbooks? No update since Jul 2015 and you respond with a comment like it's a Help Forum, with no update on any actual feature improvement? Frankly, I hope that comment is someone Phishing, or else you guys look like real a**holes

      • Matt commented  ·   ·  Flag as inappropriate

        I have an wholesale apparel company and need to have my. invoices have different line columns for sizes

        example
        small. med. large. XL. XXL. XXXL

        how can I do this?

      • Craig Smith commented  ·   ·  Flag as inappropriate

        Need to be able to customize Purchase Orders just as much as the customizing of the sales transactions.

      • Pedro commented  ·   ·  Flag as inappropriate

        Can we get also the ability to customize purchase order format? We cannot even add our SKU to a purchase order, so we depend on our vendor to understand what the description of the item is, instead of its part number. Anyway we can at least add the SKU to a purchase order PDF?
        Thank you,
        Pedro

      • Anonymous commented  ·   ·  Flag as inappropriate

        Invoice width in invoice style is terrible. No options for rearranging, changing fonts is difficult, can't move things around, and the allowable input width for an invoice is just too narrow and impractical. This is not rocket science; you can do everything in Publisher. QuickBooks on line needs to improve on this. And for some reason, I do not have "import" styles as on opton on my QB on line...why?

      • Anonymous commented  ·   ·  Flag as inappropriate

        The current options for customizing the invoice and receipt templates. do not work for our business. We cannot adjust the size of our logo, move the tables or customize as we could before in our desktop version of Quickbooks. We are re-thinking the value of moving to the on-line version. NOT a happy customer.

      • Dallin Smith commented  ·   ·  Flag as inappropriate

        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.

      • Mav commented  ·   ·  Flag as inappropriate

        More fonts required, at least most of the standard ones in Word. We have clients that like specific fonts. Calibri and Gill Sans are the two main ones.

        I don't know why but the built in fonts, although fine when using in a word processor, come out garish on a printout from Quickbooks.

        Also, when a quote or estimate spans more than one page, the total should appear at the bottom of the page, not halfway down. Looks very silly.

      • David Renwick commented  ·   ·  Flag as inappropriate

        CALL 800-488-7330
        Your company ID is located under:

        Gear Icon in the top right hand corner -> Account and Settings -> Billing & Subscription.

        Don't waste your time with the support agents, they have agreed with me in the past that we are right, and there is nothing they can do to help with a majority of the concerns of this thread.
        I believe this is the top voted concern on this entire forum, and as I previously posted, the last QBO comment was in 2015.
        Did I mention that they are raising their prices?
        Ask for a manager.

      • David Renwick commented  ·   ·  Flag as inappropriate

        Yes,
        I just got off the phone...Call customer support and ask for a manager. Then, give them hell. It is the best way to have your voice heard, as this forum hardly works. I filled a thread out in detail about column width adjustments, only to be notified today via email that
        "While we are constantly evolving our products to provide you the best possible user experience, we do not anticipate a change to this product behavior in the immediate future"
        This is bullshit.
        Oh, and guess what, they raised their rates too!!!
        Yes, I've been a customer since the very beginning. Now, I don't have the freedom to invest in alternative software. They have me over the barrel, and I'm pissed.

      • Rob commented  ·   ·  Flag as inappropriate

        Honestly, the vast majority of us are stuck since we've waited so long hoping there will be change. Years have passed and they continue to take our money but provide no useful updates....

        Do yourself a favor and leave early and don't look back.
        Wish someone gave me this advice years ago.

      QuickBooks Online Feature Requests: Sales Transaction

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