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Hi chhinkun,
I'm here to help.
You can edit the invoice template to add columns.
Here's how:
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
Hi chhinkun,
I'm here to help.
You can edit the invoice template to add columns.
Here's how:
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
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.
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.
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.
How to add columns to invoice using online QB 2019 Plus
I am billing someone for reimbursement of expenses. How do I get the vendor for each reimbursable item to appear on the invoice?
And the date of expense!
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!
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
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:
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.
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.
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.
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.
I've attached screenshots below for your reference.
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.
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.
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.
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:
The screenshot below shows you the last three steps.
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.
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.
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?
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:
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.
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?
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