Other questions
It’s great to know that you’re interested in creating a more tailored experience, ChristinaPR. Let's work to modify the template form to obtain the packing slips you want so we can achieve your desired customization within QuickBooks Online.
Please know that packing slips play a crucial role in providing customers with essential shipping information, including items and quantities. You can create a new custom form style or modify a template for packing slip customizations.
Here are the steps to modify the fields in the Content tab:
- Go to the Gear icon, then select Custom form styles.
- From the New style drop-down menu, choose Invoice or choose an Invoice template and click Edit.
- Navigate to the Content tab and click on the upper header of the invoice form.
- Uncheck the box for any fields you find unnecessary.
- Click Done to save your changes.
Additionally, I completely understand the importance of removing the Bill to data section from packing lists for a cleaner presentation when printing. I recommend sending a feature request to our Product Development team, as your input is invaluable in helping us improve the program. Here's how:
- Go to the Gear menu and then select Feedback.
- Type in your feature request in the description box.
- Once done, click on Next.
Moreover, I've included this article that'll give you a snapshot of your business. This way, you can ensure your record is accurate: Run Reports in QuickBooks Online
If you have any further questions or other concerns you want to know about customizing templates, please tag me in the comments. We're always here to commit.
