In your Firm's Settings, open Invoice Presentation.

At the top of the page, you'll see a QuickBooks Custom Form Styles. This will take you to the Firm's Custom Form settings in QuickBooks.

Sub-Headers

If you enable this setting, you should go to QuickBooks and modify the custom form style to not include the product/service designation on invoices.

Date in Invoice Description

If you enable this setting, you should go to QuickBooks and modify the custom form style to not include the date column on invoices.

Matter Name in Address

If you enable this setting, the Matter Name will appear in the address block.

Custom Invoice Fields

To add matter names or ids to invoices you must define one or more "Custom Fields" in QuickBooks. Note that this is only available in QuickBooks Essentials and Plus. First enable "Custom Fields" in company settings (under Sales). Then go to Custom Form Styles and define one or more custom fields in the header. Once defined, you can see them below and map them to the content.

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