Question

Import invoices with custom fields

Forum|Forum|2 years ago
February 19, 2024
2 replies
33 views

import custom fields into invoices

QuickBooks Online

S

Shania_C

QuickBooks Team

Welcome to the Community, @bb0816.

I'm here to share information about your concern about importing invoices with custom fields in QuickBooks Online (QBO). I have checked our system, and it seems that the option you are trying to access is not available when importing invoices through the program. However, you can use a workaround by doing box mapping during the import process. After importing, you can manually add a custom field to achieve your goal.

Create custom fields.

You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and vendor).Besides text, you can also create custom dropdown, date, and number fields.

Go to Settings, then select Custom fields.
Select Add Custom field. If you’ve already created a field, you’ll see Add field instead.
Enter the name of the custom field in the Name field.
Select the type of data in the Data type ▼ dropdown that will go in your custom field: Text and number, Number only, Date, or Dropdown list. If you select the Dropdown list, enter the items in the list.
Select the category the custom field belongs to: Customer, Transaction, Vendor, or Project. Customer fields are for customer profiles, and vendor fields are for vendor profiles. You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks).
Select the forms where you want the custom field to appear. Note: To use custom fields in purchase orders, you need to turn on purchase orders for your company first.
If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on form. A maximum of 3 custom fields may have Print on form turned on for any single form type (such as Sales Receipt or Invoice).
When you’re finished, select Save.

Alternatively, you can use a third-party application to import invoices with custom fields seamlessly.

Furthermore, I've added these articles to help you manage invoice payments, create personalized templates, and ensure your data stays accurate inside the program:

If you have any more questions or encounter any other issues regarding your invoice, don't hesitate to reach out to us here in the Community. Your satisfaction is of utmost importance to us. Keep Safe!

4

4Gal

Level 5

@bb0816

You can use an importer tool to import invoice up to 3 custom fields.

https://get.transactionpro.com/qbo