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Level 2

Custom fields in transaction lists

When viewing a customer transaction list is it possible to have custom fields so i can view, for example, the reference for an estimate. At present unless I've recorded the estimate number I have no way of knowing which estimate is which without opening each one.

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Best answer July 20, 2018

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Anonymous
Not applicable

Custom fields in transaction lists

Hi philknight,

 

Thank you for contacting the Community.

 

You can add custom transaction numbers to your transactions (Estimates, Invoices etc) by clicking the Gear icon and then Account and Settings. Select the Sales tab on the left hand side and under the Sales Form Content section you can turn on Custom Form Styles.

 

Once you have custom form styles turned on within the customer transaction list press the little Gear icon next to the printer and tick No. This will show the transaction numbers. 

 

Please let me know if there is anything else I can help with. Smiley Happy

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4 REPLIES 4
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Anonymous
Not applicable

Custom fields in transaction lists

Hi philknight,

 

Thank you for contacting the Community.

 

You can add custom transaction numbers to your transactions (Estimates, Invoices etc) by clicking the Gear icon and then Account and Settings. Select the Sales tab on the left hand side and under the Sales Form Content section you can turn on Custom Form Styles.

 

Once you have custom form styles turned on within the customer transaction list press the little Gear icon next to the printer and tick No. This will show the transaction numbers. 

 

Please let me know if there is anything else I can help with. Smiley Happy

View solution in original post

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Level 2

Custom fields in transaction lists

Awesome, I already had custom fields turned on for sales forms it was the clicking of the gear icon from the transaction list thats sorted it. Perfect.

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Anonymous
Not applicable

Custom fields in transaction lists

You're welcome. Smiley Happy

 

Please let me know if there is anything else I can help with.

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Intuit

Custom fields in transaction lists

Hi, @philknight

 

Welcome to the QB Community!

 

I would love to know more about what you do. Are you self-employed, own a business or are you an accountant? Smiley Happy


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