Payments

Hello, @CCCBuilder.

When you create an item in QuickBooks, you can add a general description for it. You can also create a different description that will display in your sales form and purchase form.

However, if you want to change the default description that appears on the estimate, you can delete or remove it. Then, you can manually type in the description you want.

The moment you create an invoice for the same estimate (Progress Invoicing), it will display the same description you've manually enter.

Let me know if you have other questions about tracking your income and expense transactions in QuickBooks. I'm always here to help.