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I was wondering how to add a custom field in the customer profile, and have this field showing up on the invoice?

 
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QuickBooks Team

I was wondering how to add a custom field in the customer profile, and have this field showing up on the invoice?

Hi there, 

 

QuickBooks Online makes it so easy for you to add new customers to your account. Each of your customers may have unique information you'd like to add to their profile. I'll explain where to add this information, as well as how this will impact your invoice. 

At this time, you're unable to add a custom field to the customer profile section of QBO and have this information appear on your invoice. Don't worry, there's a few workarounds you can use to work past this limitation. 

First, you can add any additional customer information to the "Notes" section in the customer profile. To find that, follow the steps here: 

 

1. Click Sales > Customers

2. Select the customer from the list and click Edit, or click New Customer

3. Click the Notes tab from the customer profile screen.

4. Enter your information and click Save

 

Now that you've been able to enter your customer's information, you'll be able to add custom fields to your invoice if you need certain information to appear on the invoice page. 

 

Here's how to add custom fields to your invoice: How to add custom fields to invoices

 

That's all there is to it. If you'd like to leave feedback regarding your suggestion, please do so by clicking the Gear icon > Feedback. We're always looking for ways to improve.

 

If you have any other questions, you can reach out to our tech support team.

 

Cheers.