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office81
Level 1

Can you add classes to show on sales invoice?

 
Solved
Best answer May 26, 2020

Accepted Solutions
Ashleigh1
QuickBooks Team

Can you add classes to show on sales invoice?

Hello, Office81, 

 

Welcome to the Community page,

 

You can only add classes to show on sales invoices if you have a plus account, as it is only available in the plus account package we have in Quickbooks. 

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7 REPLIES 7
Ashleigh1
QuickBooks Team

Can you add classes to show on sales invoice?

Hello, Office81, 

 

Welcome to the Community page,

 

You can only add classes to show on sales invoices if you have a plus account, as it is only available in the plus account package we have in Quickbooks. 

office81
Level 1

Can you add classes to show on sales invoice?

Ok thanks, I have a customer that is on essentials so I would need to upgrade her, but can you show me an example? I have tried it on my accountants login but it doesnt work on there. How do I add classes to be shown on the invoice?

GeorgiaC
QuickBooks Team

Can you add classes to show on sales invoice?

Thanks for getting back to us office81.

 

If you'd like to test this out in your account, you'll need to turn on class tracking by going to the Cog Wheel > Company Settings > Company > Categories > Turn on. You can opt here to assign classes per transaction or per transaction line. 

 

Once enabled, you can create your own custom categories by going to the Cog Wheel > All Lists > Classes > New. 

 

When creating a new transaction you'll now see an additional field to select this. You can see more on setting classes up here

 

Get back to us below if you have any Q's on this! 

 

 

office81
Level 1

Can you add classes to show on sales invoice?

Hi there

Thanks for the response. I have since spoken to one of your colleagues on the chat function who has showed me how to do this, and you are correct that it does add the class to the invoice screen, but what Im trying to get to is being able to include on the printed/emailed invoice to the client. Is this possible?

John C
QuickBooks Team

Can you add classes to show on sales invoice?

Hi office81

 

It is not possible to have the class showing on the actual invoice you send to the customer. However you can create an additional field called class and manually enter the class name as well as enter it in the column and the additional field will appear on the customers invoice. When you are within an invoice select the small cog in the top right hand corner to the left of the help icon > select + Add your own field > give it a name 'Class' ensure the box is ticked > select the x to exit > you should now see the new field on the top left hand side of the invoice > when you enter the class name and the other information, save, print or preview > the class field will be displayed

mggill
Level 1

Can you add classes to show on sales invoice?

I would like to create a column in my invoice that shows Class so that my client can track his own expenses within that class.  Your suggestion only allows Class to be a custom field on the top part of the invoice. Do you have any suggestions on how to create a custom column where I could put some type of code so that he can organize it by class? 

LeizylM
QuickBooks Team

Can you add classes to show on sales invoice?

It's nice to have you here, mggill. 

 

Allow me to provide additional information about adding a column in QuickBooks. 

 

Customizing the column on the invoice is an unavailable option in QuickBooks Online. You'll want to consider adding a custom field to your invoice as mentioned by my colleague above.

 

You might want to check out this article to learn more about how to search for transactions with a specific custom field: Filter, search, and sort with custom fields.

 

I've added this article as an additional guide to personalizing your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Be sure to drop me a reply if you have additional questions while managing invoices in QuickBooks. I'd be more than happy to help. Stay safe and have a good one.

 

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