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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

Best Answers
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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

28 Comments 28
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,.....)
Highlighted
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 am billing someone for reimbursement of expenses. How do I get the vendor for each reimbursable item to appear on the invoice?

Highlighted
Level 1

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

And the date of expense!

Highlighted
Moderator

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!

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Level 1

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

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   

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QuickBooks Team

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

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.

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Level 3

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

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.

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Level 1

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

How can I add VAT Rate and VAT Amount columns in each invoice line like we used to do with QuickBooks 2003? Please see attached.

Highlighted
QuickBooks Team

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

Hello there, Kiarie.

 

Let's make sure you've set up the tax tracking feature in QuickBooks Online (QBO). This way, the program will automatically add the GST/VAT Rate column and the GST/VAT Amount field under Subtotal in your invoices.

 

  1. Go to the Taxes menu.
  2. Select the Set up tax button.
  3. Set up the tax agency details such as the Agency name, Start of tax period, Filing frequency, Reporting method, and the Business ID No.
  4. Click Next.
  5. Follow the steps to finish the setup and select the Got it button.

I've attached screenshots below for your reference.

5 QBO Singapore Tax Setup.PNG 6.PNG 7.PNG 8.PNG

 

Using the QuickBooks Online Singapore version, the system will automatically create default tax rates for you. How ever, you have the option to create additional tax rates if necessary.

 

If you wish to make items on your invoices taxable, kindly refer to this article for the detailed information: Applying Sales Tax to Transactions and Sales Forms. It also provides an example of how sales tax works on discounts.

 

Furthermore, you can file and pay the Tax/GST you owe using QuickBooks. You can check out this article for the details: File and pay Tax/GST. It contains step-by-step instructions to successfully file and pay your taxes through the program.

 

Please let me know if you have other concerns. I'm just around to help.

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Level 1

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

Thanks, I am actually using QuickBooks Premier Accountant 2018 Desktop and I am talking about VAT Rate and VAT amount as columns on the invoice as shown on the attached example. Can't find a way.

Highlighted
Moderator

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

I appreciate you for providing a screenshot to us to help resolve your issue, @Kiarie. I'm here to ensure you're able to add the VAT Rate and VAT Amount columns in QuickBooks Desktop (QBDT) Premier Accountant 2018. 

 

First, let's make sure you've set up the tax tracking feature in the program. This lets you easily monitor your VAT on the invoices. I'll guide you how. 

  1. Go to Edit from the top menu. 
  2. Select Preferences
  3. Go to Sales Tax from the left panel. 
  4. Choose Company Preferences
  5. Click Yes beside Do you charge sales tax?.
  6. Hit Add sales tax item
  7. Select Sales Tax Group
  8. Enter the necessary information. 
  9. Click OK

 

For detailed instructions, check out this article: Set Up Sales Tax in QuickBooks Desktop. This link is specific to the UK version, but it also applies to the Singapore version of QBDT. 

 

Second, let's go to the Additional Customisation window so you can add the two columns. Here's how: 

  1. Go to Lists from the top menu. 
  2. Select Templates
  3. Locate and double-click the invoice template. 
  4. Choose Additional Customisation
  5. Enter VAT Rate and VAT Amount under the Title column in the Rate and Amount sections. 
  6. Click OK

 

The screenshot below shows you the last three steps. 

AddColumnsOnTemplates.PNG

 

Once done, you'll be able to see the VAT Rate and VAT Amount columns on the Invoice screen. View the screenshot below for your visual reference. 

VATColumnsOnInvoice.PNG

 

Additionally, I'd suggest visiting this website: Form Templates Overview. You'll find steps on how to customise, duplicate, export, or import templates in the software. 

 

Also, you can run your sales tax reports to review your VAT payable, such as Sales Tax Liability report. This ensures everything is correct before paying VAT to the appropriate tax agencies. Just go to Reports from the top menu and select Suppliers & Payables

 

I'll be right here to help if you need further assistance. Have a great rest of your day, @Kiarie

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Level 1

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

Hi Alex,

 

I have Quickbooks Premier 2020 and I would like to use Customizer Columns to make the invoice as I show in the attached file. I don't know how they do it or which version of Quickbooks are they using? Could I achieve this with Premier 2020?

QuickBooks Team

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

Hello there, northsourcing.

 

With regard to the steps provided by my colleague AlexV, it is also available in QuickBooks Desktop Premier 2020. For customizing the invoice, you'll want to modify the template or create a new one.

 

Here's how:

 

  1. Go to List > Templates.
  2. Click the Templates drop-down menu located at the bottom or press Ctrl + N on your keyboard.
  3. Choose New.
  4. In the Select Template Type window, select Invoice and then click OK.
  5. Click the Layout Designer button in the Basic Information window and add the new columns.
  6. Hit the OK button once done.

You can also check this article for reference: Use and customize form templates.

 

I'm just a few clicks away if you need more help with QuickBooks. Stay safe.

Highlighted
Level 1

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

Hi, Thanks for your answer.

Looks like I'm not doing the question clearly.

If you see the attached image  it has Column "Hours" Column "Price", Column OT (Overtime),  Column "OT Price" (Overtime Price) and Column "TOTAL"

 

Total = (Hours * Price) + (OT * OT Price)

I've bee able to create those columns in a new Invoice Template but I've been unable to use those new Two Columns to make calculations for the TOTAL (as formula shown above).

 

Is this formula possible adding those two columns on Premier 2020?

Have you an example?