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Can I add a new column to an invoice in the template ?

 
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Established Community Backer ***

Re: Can I add a new column to an invoice in the template ?

No, not in QBO

QuickBooks Team

Re: Can I add a new column to an invoice in the template ?

Hello rick24,

 

At QuickBooks, we know standing out in the crowd is important and, customizing your sales forms is one of the ways to do that. Whether it's adding a logo or your own colour scheme, or something like choosing the fields and columns that appear on the form, the program has a number of options available to you.

 

I encourage you to read over the entire Customize your invoices, estimates, and sales receipts in QuickBooks Online article to get a better idea of all the options. I'm happy to go over the columns with you.

 

Through the custom form styles module, it's possible to select the columns you'd like to see on your forms, such as date, description, rate, and amount. You can even rearrange these to put them in the order you'd like. Here's how you'd do it.

 

  1. Select the Gear icon.
  2. Choose Custom form styles.
  3. Click Edit on an existing form or New to create a new one.
  4. Go to the Content tab.
  5. Click the middle section of the preview on the right.
  6. Check or uncheck the columns as needed.
  7. Click Done to save.

There isn't a way to add you own custom columns at this time. If that's what you're looking for, I recommend sharing this as feedback with our product development team using the option in the Gear icon.

 

Let me know if you have additional questions. I'm here to help. :)