We want you to have the best experience using the program and have the option to add columns in your Quotation, pagent.
You can customize any sales form in your account by creating a template. I've provided the steps below on how to do this with ease:
- Go to the Gear icon in the top right corner.
- Under Your Company, select Custom Form Styles.
- Locate the form style you're using for quotations and click Edit.
- In the Design tab, click on Content to go to the content customization section.
- Click on the second section of the form preview. From there, you will see an option to edit the table columns.
- Choose the information you want the column to display, such as Quantity, Description, Rate, Amount, and more.
- Once done, click Done.
I've added this article to learn more about converting a quote into an invoice: Create and send quotes in QuickBooks Online.
Read through the articles below to learn how to create custom invoice templates and record invoice payments manually in QuickBooks:
Our goal is to make QuickBooks as user-friendly as possible for all small business owners. If you have questions about managing your templates or invoices in the future, don't hesitate to reach out. I'm here to help! Stay safe.
