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info584
Level 2

How to add columns to invoicd template

 
5 REPLIES 5
EmmaM
QuickBooks Team

How to add columns to invoicd template

Hello Info584

 

Are you using the QuickBooks standard template or have you created your own and imported it?

If you are using the QuickBooks standard template you can remove or rename columns and depending on the package you are in you may have the option of adding up to 3 custom field boxes,you can not add columns to the main body of the invoice though.

If you have created your own you would need to adjust the original word document and import it again.

 

If you need any assistance with adding custom fields or importing your own form or anything mentioned here just reply back to this post

 

 

Emma

 

info584
Level 2

How to add columns to invoicd template

Hi

 

i have a standard QuickBooks account 

i have tried to rename columns but it doesn’t allow me to do what I need too at all. 
I need a column that’s for materials then a column for labour then the total which I cannot achieve

 

do I need too upgrade my account 

 

 

do I need 

JamesC
QuickBooks Team

How to add columns to invoicd template

Hello Info574,

 

Unfortuantely, you are not able to do this using the Columns. You cannot add specific columns, which is what you would need to do.

 

You can achieve this through the use of the Rows, by creating multiple lines on the transactions, one for Labour and one for Materials.

info584
Level 2

How to add columns to invoicd template

Every time I then have to add a title and then service date

 

i can’t keep adding new rows to the current one 

JamesC
QuickBooks Team

How to add columns to invoicd template

Hello Info584,

 

Unfortunately, each of the columns pulls the information from, or pushes the information too a specific part of the account - they are not designed in such a way to hold any information as required. We do not have the functionality to add new columns, so the rows feature is the only option available too us.

 

QuickBooks adds new features and functions based on how many people request them, and whether they would be a benefit, or a hindrance to the wider customer audience. You are welcome to make a suggestion to our developers, using the Cog-Wheel and Feedback to implement the requirements you have, but as it stands at the moment; the only option i have for you is to use the rows.

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