Printing a Packing List in QBO

You may not be aware, but it is possible to create packing lists in QuickBooks Online (QBO). This ability is similar to the QuickBooks desktop solution in some ways, dissimilar in others.

What’s similar to desktop is that the packing list is basically a different template to display selected information from the invoice or sales receipt.

It is dissimilar in that there are not the same customizing opportunities in QBO as desktop.

Once an invoice or a sales receipt is created, you can access the packing list by clicking on the Print or Preview button.

Clicking on that button brings up the print options. One of those is to print a packing list. Making that selection will allow you to either print or preview the document.

 

As you can see in the above screenshot, the packing list will show select information from the invoice or sales receipt. Mainly, the price and amount information is blocked out of this template.

The packing lists for sales receipts capability is fairly new. There is a chance you don’t see that yet in your QBO file if you go looking for it. If not, wait a little while. This has been rolling out and will be updated in your subscription soon as well.

One thing that would improve this function is the ability to customize the form. That capability exists in QuickBooks desktop. An invoice or other type of template can be created with all the financial information selected not to print.

In our experiments, it wasn’t possible to create a template in QBO that would mask all references to prices, amounts, subtotals, totals, etc.

Hopefully, in time we will gain this added capability.

Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
7791 NW 46th St. Suite 109
Doral, FL 33166
954-414-1524
hector@garciacpa.com

 

Hector Garcia

Hector Garcia

Hector Garcia is a CPA and QuickBooks Consultant.
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