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Thank you for taking the time to visit the Community page, @fvelw.
You can count on me to help you personalize your sales forms in QBO.
To customize your forms and display your products or services, you may proceed to the Custom Form Styles section. Let me show you how:
- Navigate to the Gear icon, and then choose Custom form styles.
- Select the Edit dropdown menu on the transaction.
- Go to the Content tab.
- Under the Columns section, tick the box and select the details you'll want to include in the form.
- Lastly, select Done when you're ready.
Moreover, you can also make use of these articles to help personalize customer transactions in QBO:
- Add custom fields to sales forms and purchase orders in QuickBooks Online
- Customize invoices, estimates, and sales receipts in QuickBooks Online.
Don't hesitate to reach out if you have any more questions about customizing forms in QBO. I'll be sure to get back to you as soon as I can.