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Level 1

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

 
Solved
Best answer 09-26-2019

Best Answers
Not applicable

Hi chhinkun, I'm here to help. You can edit the invoice t...

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

17 Comments
Not applicable

Hi chhinkun, I'm here to help. You can edit the invoice t...

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

Level 1

Can we add more over " Other 1 " & " Other 2"? Thank u fo...

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

Hello chhinkun! Thank you for reaching back to us. Righ...

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!
Level 2

Hi, can you add these additional columns in the Quickbook...

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

Hello cbillings, The option to add columns in the invoic...

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.
Level 1

how these columns could be adjusted (Other 1, Other 2) to...

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

IntuitMike neglected to mention that you can have many ad...

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.

Level 1

Wexford, How do I assign/create a word bank in the "Other...

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!
Level 3

Other1 and Other2 only give you blank columns in which yo...

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.
Level 1

I was afraid of that!  I have been working on this for so...

I was afraid of that!  I have been working on this for so long.  Thank you for your response.
Level 1

How to add columns to invoice using online QB 2019 Plus

How to add columns to invoice using online QB 2019 Plus 

Level 1

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

I am billing someone for reimbursement of expenses. How do I get the vendor for each reimbursable item to appear on the invoice?

Level 1

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

And the date of expense!

QuickBooks Team

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

Hello there, @ks19,

 

Are you referring to billable expense transactions? If so, we're currently unable to add or modify a column to add the vendor name once expenses are linked to invoices. As an option, you can use the Description field to indicate which supplier it is from.

 

Please refer to the screenshot below:


I understand how beneficial it is to have this option available in the program. I am submitting this feedback to our developers who implements product enhancements and features for QuickBooks Online. They are working to deliver the best tools that is essential to every customers.

 

You can also create a custom field for the vendor name. Here's an article to guide you how: How to add custom fields to invoices?

 

Please get back to me if you have other questions with QuickBooks. Leave a comment below and I'll be with you as soon as possible. Have a lovely day!

Level 1

Re: Hi chhinkun, I'm here to help. You can edit the invoice t...

Hi! for the customized column, are you able to make it a calculating one? Make the column a retention and then have it automatically calculate a retention? i.e.

 

[qty]    [rate]     [total]       [5% retention] [total due for period]

   2      $100       $200                -$10                   $190   

QuickBooks Team

Re: Hi chhinkun, I'm here to help. You can edit the invoice t...

Good to see you, global2000.

 

In QuickBooks Desktop, the customized columns are non-calculating fields. We can only manually enter information in it. 

 

What I can suggest is to create a new item for retention. Then, add it when you create a new invoice. These are the steps in creating a retention item:

  1. Go to Lists and select Item List.
  2. Press Ctrl + N on your keyboard. Select either Service or Non-inventory as the Type.
  3. Under Account drop-down, select an expense account
  4. Enter all details needed, then hit OK to save it.

Create a new invoice as usual, then add the retention item. 

 

If you're using QuickBooks Online, customized columns are still non-calculating fields. You'll want to do the same workaround. 

  1. Select Sales tab and click Products and Services.
  2. Click New. Fill out the information required.
  3. Hit Save and close.

Here's a guide in recording invoice payments in QuickBooks Online. That article will show the steps on how to properly enter customer payments.

 

Keep in touch if you need more help. The Community Team is always here for you.

Level 3

Re: Hi chhinkun, I'm here to help. You can edit the invoice t...

An easy way to do those calculations in any QuickBooks desktop edition is with an add-on, as I mentioned earlier in this message thread:  either FormCalc SST for QuickBooks, or CCRQInvoice.