I can see that your business has a definite need, aborgardt. I appreciate your effort in performing the steps shared above, and I've come to provide additional insights when customizing sales form transactions with the new layout experience.
With the new version of invoicing and estimates, you can update and personalize your forms when creating them or in the invoice window. All the tools you need for customization are on the template itself.
For now, I'll take note of your feedback to help improve our service and your overall QuickBooks experience. I highly appreciate your patience and understanding as we work on enhancing our product. You may personally send this idea to our program developers to work on its progress and include them in future updates. To do that:
- Go to the Gear icon and select Feedback.
- Enter your product suggestions or feedback.
- Then, click Next to submit feedback.
In addition to that, turning off the Track quantity and price/rate option from your account's settings can be an alternative way to remove them from your sales forms. However, this section is considered for tracking your inventories to see insights on what you need to buy and sell for your company.
In case you want to create templates for recurring transactions, I've included this guide to help you handle these entries: Create recurring transactions in QuickBooks Online.
If you have additional queries while working with other QuickBooks tasks, just reply in the comments below and I'll make sure to provide further help. Keep safe and have a great day ahead!
