shannon54
Level 2
‎June 24, 2025 08:19 AM

EDIT BILL TEMPLATE?

Is it possible to edit the columns in QB Desktop Bills (not invoices) - 

We issue Purchase Orders direct to our vendors from QB.  When we receive the Bills from our Vendors the information on their Bills is displayed in columns differently than the Purchase Order we send them.  The information is basically the same - but separated and displayed in columns differently than our Purchase Order.  I have to basically delete all of the auto-populate information that QB drops into the Bill I am creating and I have to create the Bill information from scratch based on the Bill received from the Vendor.  I want to be able to match our Bill to the same column display information as our Vendor - is this even possible?

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Jovychris_A
Moderator
Moderator
‎June 24, 2025 10:03 AM

Other questions

I appreciate your interest in editing columns in Bills within QuickBooks Desktop, @shannon54. Matching those columns to your vendor’s bill format would save time and simplify your workflow, which is a great idea.

 

I suggest exploring third-party tools in QuickBooks Desktop (QBDT) by visiting this website: http://desktop.apps.com/. This way, there might be apps that offer flexibility when it comes to automation and customizing vendor bills. You can also utilize the Memo field to fill in other vendor data within QBDT's Bill window.

 

While adjusting or customizing the column layout for Bills to match your vendor’s format is unachievable, I recommend sharing this suggestion with our team. We’re always looking to hear from customers that help us shape future updates. Here's how:

 

  1. From within QBDT, go to Help.
  2. Hover to Send Feedback Online and then select either Product Suggestion or Help System Suggestion.
  3. Fill in the fields.
  4. Click Send Feedback.

 

For thorough information on customizable templates for transactions in QuickBooks Desktop (QBDT), please refer to this article: Use and customize form templates.

 

You can also find running customized Vendors & Payables reports like Unpaid Bills and Transaction List by Vendor helpful in the future in keeping track of your finances.

 

If you need more assistance with bills or have other questions, we’re here to help anytime.

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BonnieT3
Level 1
Tuesday

Other questions

I would also like to know how to customize the VENDOR BILL template. I've followed the instructions to go to Lists>Templates but there is nothing listed for a VENDOR BILL, only for a Bill Payment (which also has lots of limitations). Every time I try to search or Google help on this, it just comes back to editing my INVOICE template. I don't necessarily need it to match the design of my vendor's bill, I just need it to look halfway decent. 

 

I would be happy to post a pic/attachment, but this community page doesn't seem to work either. I'm logged in but it won't let me add an attachment.

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