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Replying to:
jamespaul
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Hello, Claire. 

 

I would also like some semblance of control over my forms whenever I use a software. So, I'd like to address your concern about the ability to remove the Accepted By and Accepted Date fields. 

 

At the time of this reply, the Accepted By and Accepted Date would always appear on your quotes. We're unable to remove them from the template. 

 

I'm unable to tell if this is already in the works, or is a priority. So, it would be best if we send feedback to our developers about putting an option to remove the Accepted By and Accepted Date fields. 

 

Let's click on the Gear icon, then select Feedback

 

Though, a third-party app may offer more flexibility and options for the existing templates. We can look for one by going to the Apps menu on the left panel. Use keywords such as "template" then browse for available listings. 

 

Also, what issues did you encounter with the invoice template? Is it also the same? Or do you have issues with the fields? I'd appreciate if you could give more details about this, so I can lay down the steps and solutions. 

 

In the meantime, I'll share this article about customising your sales forms within QuickBooks: Customise invoices, quotes, and sales receipts in QuickBooks Online

 

In case you haven't done it yet, we also have the Progress Invoicing feature. If you'd like to know how it works and how to track the progress from quotes, I'll add this article for more details: Set up and send progress invoices in QuickBooks Online

 

Do you have any other concerns you'd like me to address? Or do you need help with your entries or reports? Let me know and I'll hear you out.