Hello there, @cstump1-goshenhe.
Let me share with you an idea about adding an Account Summary to invoices.
You need to add the Account Summary using a template. Make sure to use the correct template for the invoice.
Follow the steps below:
- Click Settings ⚙ and choose Custom Form Styles.
- Select the template, then click Edit ✎. Or select the New Style▼ drop-down and create a new custom template.
- Hit the Content tab.
- From the body section, click Edit ✎.
- Check the Show on invoice checkbox. Note: This option is not available in the imported template.
- Click Done.
Learn more about customizing your sales transaction template with this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have additional questions about adding an Account Summary to an invoice, you can click on the Reply button below. I'm always here to help.
