Thank you for getting back here in the thread, @Abie059.
Before anything else, I'd like to take the time to say that I appreciate you for providing a detailed response. In QuickBooks Online (QBO), know that you can create customized templates and use them in your sales forms when processing transactions for your valued customers. I can input the steps below to help you start your template with your preferences to get you going:
- Access your QuickBooks Online company.
- On the top-right corner, click the Gear icon and then select Custom form styles.
- Click New style, and then select a sales form type you’d like to create a template for.
See this article for further guidelines: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Since there are sections inside the company that can't customize, I can help you send a feature suggestion to our Product Development Team. This way, they can see your recommendation and consider having it for future program updates. Here's how:
- Access your QuickBooks Online company.
- On the top right-corner, click the Gear icon.
- Select Feedback and then enter your comments or product suggestions.
- Once ready, click Next to submit feedback.
Moreover, here's an article to help you ensure your data stays accurate inside QBO: Run reports in QuickBooks Online.
@Abie059, it's been a pleasure to have you here in the Community space today. I'll be happy to assist you once again if you have other QuickBooks-related queries. Please don't hesitate to post or leave a comment below. I've got your back. Take care, and have a nice day!
