Where do I put the data I want to show up in the custom fields box when creating an invoice? I want to select the information from each customer.

I'm glad to see you here in the Community, pomonait.

I'm happy to show you how to add custom fields to invoices in QuickBooks Online.

To set up custom fields to appear on invoices, here's what you'll need to do:

1. Click the Gear icon at the top.
2. Select Account and Settings.
3. Click Sales in the left navigation menu.
4. Go to Sales form content section, then click the pencil icon.
5. Enter a Name into each dialogue box beneath the heading Custom fields and select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
6. Click Save.
7. Click Done.

To give you more of an idea about this process, you can check this article: How to add custom fields to invoices.

That's it! Now you're now able to add custom fields to invoices and enter the data you need.

For additional reference, I'm attaching some articles that you may find helpful in the future:

• How to set up custom invoice numbers [Video]
• How to change an invoice number [Video]
• How to email an invoice [Video]
• How to delete an invoice [Video]
• How to set up a recurring invoice for customers

That's it! This will point you in the right direction, pomonait.

You can always get back to me if you have any other follow up questions.  I'm always here to offer additional assistance. Have a wonderful day ahead.

Thanks very much for getting back to me.

I have set up a custom field on the invoice but I need to link the data to it. I was hoping to be able to put the data on in the Customer so when I do an invoice the data relevant to each customer appears.

Is there a way to select where the custom field data comes from?

Thanks,

In QuickBooks Online Advanced version (in the US), you can add custom fields in the Customer Profile page. (See attached screenshot below). And it will show the fields just like customer address when you create an Invoice. Currently, this feature is not available in other versions. But I wonder, why not?

For more information:

https://quickbooks.intuit.com/learn-support/en-us/sales-orders/create-add-and-edit-custom-fields-in-...

.

Thanks for your reply. Unfortunately we don't have the Advanced option in Aus so that option doesn't appear.

Hi pomonait,

We currently don't have the option to assign custom field data to a customer, however our Product Team are aware of this feature and may consider adding it in future updates of QuickBooks Online. For now, you'll have to manually add the customer's custom field data when you create your invoice.

Thanks for bringing this up!

Bonny