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Hello, Just started practice runs today.  I need to remove the quantity and cost columns from the estimate and invoice forms.  We don't do quantity pricing. We do stuff like - clean living room carpet $150.00.   Clean upholstery on sofa $150.00.  How can I remove them?  Also how do I add a separate Ship To Address box to estimates and invoices?

Hi RichS,

RichS:

Hello, Just started practice runs today.

First up, welcome to Method!

RichS:

I need to remove the quantity and cost columns from the estimate and invoice forms.

You'll need to make a copy of the QuickBooks_Invoice screen but I recommend reviewing our intro to customizing webinar here.  It's a good idea to get familiar with the terms and concepts in our screen designer before jumping right in.  To create a copy and delete those columns follow these steps:

1. Click Customize > Screens and look for the screen QuickBooks_Invoice
2. Rollover the screen and click Copy:
    - step 1: select This account 
    - step 2: click next
    - step 3: select Do not add a tab link
3. Once that's finished find your new copy and click Edit.
4. Scroll down a little and look for the InvoiceLineItem grid, click the little edit button in the top right:
    - step 1: click next
    - step 2: click delete on the columns you want to remove: Qty and Amount then click Finish. 
5. Next Click Save & Close.
6. Find your screen again in the list here then click View