Don’t Like Showing Item Numbers to Clients?
Question: I don’t like to show item numbers to my clients. Is there a way to avoid that in QuickBooks?
Answer: Yes. You can customize templates to include only the fields you want and eliminate those you don’t. (And, it is a good idea to not show item numbers on customer forms, as it makes it a little too easy for your ideas to be shopped.)
QuickBooks does allow you to customize the forms you use. Here’s how:
Go to “lists,” and then “templates,” where you will see the list of possible templates, all of which can be edited. Pay attention to the template type. If you want to edit an invoice, make sure that the form type selected is that of an invoice.
As a distributor, on my customer forms, I hid the supplier item numbers and instead included the item description. And, though not visible to the client, it was visible to me on the input screen.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of “Ask the Accountant.”
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.