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Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

 
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Best answer September 26, 2019

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Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

  1. Click Lists.
  2. Select Item List.
  3. Select the invoice template.
  4. Right click and select Edit Template. The Basic Customization window will open.
  5. Click the Additional Customization button. The Additional Customization window will open.
  6. Go to the Columns section.
  7. Put a check mark in the boxes labeled Other 1 or Other 2.
  8. Under the Title column, type the name of the column.
  9. Click the OK button.
  10. Click OK to exit.

I've attached a screenshot for your reference.

Should you have any other questions along the way, feel free to ask us here in the Community.

Kind regards,

IntuitMike

View solution in original post

13 Comments 13
Highlighted
Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

  1. Click Lists.
  2. Select Item List.
  3. Select the invoice template.
  4. Right click and select Edit Template. The Basic Customization window will open.
  5. Click the Additional Customization button. The Additional Customization window will open.
  6. Go to the Columns section.
  7. Put a check mark in the boxes labeled Other 1 or Other 2.
  8. Under the Title column, type the name of the column.
  9. Click the OK button.
  10. Click OK to exit.

I've attached a screenshot for your reference.

Should you have any other questions along the way, feel free to ask us here in the Community.

Kind regards,

IntuitMike

View solution in original post

Highlighted
Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

Can we add more over " Other 1 " & " Other 2"? Thank u for your kindnees!
Highlighted
Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hello chhinkun!

Thank you for reaching back to us.

Right now, those are the available columns that you can add. I suggest you send feedback to our development team so they are aware of your need for this type of customization. That way, our engineers would be able to take a look at this idea, and consider this for future updates.

Here's how:

1. Click Help at the top.
2. Choose Send Feedback Online from the drop down.

Thank you!
Highlighted
Level 2

How can we add more column on invoice template for Quickbooks Enterprise?

Hi, can you add these additional columns in the Quickbooks online version?
Highlighted
Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hello cbillings,

The option to add columns in the invoice template would be a good improvement to the product. At this time, we only have the option to add custom fields.

You might want to let our product engineers know that you want the option to add columns in the invoice form. I encourage you to send a feedback to our engineers by clicking the Gear icon and selecting Feedback or you can visit the QuickBooks Online Forum:

<a rel="nofollow" target="_blank" href="http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests">http://feedback.qbo...>

Thank you for bringing that to our consideration, lyn. I'll also personally share this on my end. Your valuable suggestion will help us improve the customization look of our sales forms.
Highlighted
Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

how these columns could be adjusted (Other 1, Other 2) to add data (Total, Charge,.....)
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Level 3

How can we add more column on invoice template for Quickbooks Enterprise?

IntuitMike neglected to mention that you can have many additional custom fields, not just Other 1 and Other 2...

Open the Item List, edit any Item, and click on the Custom Fields button. Then you may define as many custom fields as your edition of QuickBooks allows. Once you've done that, return to the Invoice and customize it...you will see that the fields you defined in the Item List are now available to add as columns on the form. This gives you multiple blank custom columns.

However, you can also assign data to each/any custom field(s), Item by Item, in the Item List. Then, when you select an Item on a form, the data associated with it will be brought into the custom field (if it is included on the form).

You can also create additional custom fields for header of an Invoice, by defining them in the Customer List.

Highlighted
Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

Wexford, How do I assign/create a word bank in the "Other 1" and "Other 2" columns?  For example, we own a trucking company and I have added a ORIGIN column and a DESTINATION column, it would be helpful to have a drop down menu to choose from to make it quicker to create invoices.  Thank you!
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Level 3

How can we add more column on invoice template for Quickbooks Enterprise?

Other1 and Other2 only give you blank columns in which you can enter whatever you want. If you use QuickBooks Enterprise you can define custom fields (from the Item List, for example) which *do* have a dropdown list of choice....but this capability is not available for Other1 and Other2.
Highlighted
Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

I was afraid of that!  I have been working on this for so long.  Thank you for your response.
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Level 2

How can we add more column on invoice template for Quickbooks Enterprise?

How to add columns to invoice using online QB 2019 Plus 

Highlighted
Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

I want to add an "employee" column on the invoice that automatically fills in when I add time and costs.  I successfully added a column using Other 1 but I want to link Employee so it fills in the Other1 Column.

 

Thank you.

Highlighted
Moderator

How can we add more column on invoice template for Quickbooks Enterprise?

Hello there, @Accounting4050

 

The Other 1 column you've just added on the invoice template is a custom field. With this, we're unable to link the employee's name to automatically fill in on this column. As an alternative, you'll have to manually enter the employee when you add time and costs on the invoice. 

 

Adding an employee column on the invoice is a great idea. I'll take note of this and personally submit this to our developers. This will help improve your experience in using QuickBooks. 

 

You can see how much money you spend and make for each job when using the job costing tools in QuickBooks. To learn more about this process, go through this article: Tracking Job Costs.

 

You can count me in if you need anything else. Take care always, @Accounting4050