In QuickBooks desktop when a set up a custom invoice I have the choice to add "dates of services" as an additional column, but I do not see it in QuickBooks Online.
21 Comments 21 February 14, 2022 06:01 AMI can help you with that, jeasalva.
You can turn on the Service date option in the Account and Settings page to add that column to your sales forms. Here's how:
I'm also adding this article to learn how to design and personalize the invoices that you send to your customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Keep me posted if you have any other concerns or additional questions. Have a great rest of the day.
February 14, 2022 12:51 PMI already had the service date on, but in Quickbooks "service dates" is a text field that I can write from to date.
Service date gives only one date
QuickBooks Team February 14, 2022 02:55 PMHello, @jeasalva. I'm very eager to share some workarounds and information about invoice service dates in QuickBooks Online.
You have the option to enter different service dates while using the same item on your invoice.
Please see this sample screenshot for reference:
In addition, I've got this helpful resource to know more about customization: How to customize invoices, estimates, and sales receipts.
Get back to me here if you have further questions about managing your invoice. I'd be more than happy to answer it for you. Have a nice day.
February 14, 2022 04:13 PMThanks, maybe it was my fault but what I have in the invoice in QuickBooks Desktop under the column Service dates is for example 2/1/2022-7/1/22, ti could be a text that if fill in, I tried to do it under customization, but I could not find any text column that allowed me to set the invoice as I wanted.
QuickBooks Team February 14, 2022 06:19 PMThank you for reaching back to us, @jeasalva.
Currently, adding more than one date under the Service Date column is unavailable in QuickBooks. You can add dates one at a time. As an option, you can use the Description field to indicate the information.
For additional reference, you can check this article on how to customize invoices, estimates, and sales receipts.
To understand more about reports, please check out this article for your future reference: Understand Reports.
This should get you on the right track. Feel free to leave a comment below if you have questions about customizing the report. I'm always here to help.
May 23, 2022 08:16 PMThis did not work for me. It already indicates the Service date is ON. Any other suggestions? Tried to customize it but no luck yet. Thx.
QuickBooks Team May 23, 2022 08:49 PMHello there, jfarbs.
I just want to clarify something. Do you mean, you're not seeing the service date when trying to create an invoice? Or is it in the email or PDF file? I just want to make sure we are on the same page so we can address your concern properly.
Please get back to me as soon as possible. I'll always be right here to help you all the time.
May 23, 2022 09:11 PMI see the Service Date, Product/Service, Description, Qty, Rate, Amount and Tax across the top when I work on entering the info, but the Service Date column does not appear on the printed/emailed invoice.
QuickBooks Team May 23, 2022 10:26 PMI have another way to make sure the service date column appears on the printed invoice, jfarbs.
Normally, once the Service date option is turned on on the Account and Settings page, this will show in your invoices when you preview them. You can try creating a dummy invoice using a new template to check if you're still not seeing the option. To do this, follow the steps below:
However, If it's still not showing, you can also try the following these steps:
Additionally, learn how to accept electronic payments from invoices or emails. I've added this article for you to be guided: Take and Process Payments In QuickBooks Online.
Let us know if you have any other concerns about your invoices. The Community is always here to help you all the time.