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Everything you need to know about banking in QuickBooks Online - Discover more
colin29
Level 1

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

 
8 REPLIES 8
LieraMarie_A
QuickBooks Team

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

Hi there, @colin29.

 

Thank you for reaching out to us. It's my pleasure to assist you today. 

 

Do you need to add a new column to the invoice table? Currently, we can only add custom fields in the Header section of the invoice form. However, if you want to change QTY to Hours instead, you can accomplish it by editing the label.

 

Here's how:

 

  1. Go to the Gear icon, then Custom Form Styles.
  2. Click New Style and choose Invoice.
  3. Enter a name in the Name field.
  4. Select the Content tab and then click the middle section of the form.
  5. Click Edit Labels and Widths.
  6. Edit the QTY field to Hours/Hrs.
  7. Hit Done.

 

If you use QuickBooks Time and start approving billable entries, ensure to choose the template when invoicing it. This way, you'll have the correct label for hours when printing or emailing it to your client.

 

Here's how:

 

  1. Click +New and then Invoice.
  2. Choose the customer's name. This opens the Add to invoice window.
  3. Click Add on the billable time you want to charge to your customer.
  4. Select the Customize button and pick the template you created.
  5. Choose Save and close.

 

This is what it'll look like when printing it:

 

 

Furthermore, you have the option to set up custom fields in QuickBooks Time. It allows you to track extra details on timesheets, then assign them to jobs/customers.

 

Please let me know how these steps help you achieve your goal or if you're referring to something else. I'm determined to ensure to provide the assistance you need. Have a wonderful day!

daveyj1
Level 2

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

When we invoice we need to include as a custom field a specific Customer Account number issued by our invoice finance company and a specific Job Number reference from ourselves.

It seems we can only add these fields to the header, but we need them to appear in every line item. We may have 10 different jobs to go on an invoice, having just 1 Job No in the header means we will have to raise 10 different invoices, its not really viable.

When will we be able to do this in Online Quickbooks, like we can in desktop

emmam6
Moderator

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

Hello Daveyj1, that is correct custom fields only show on the header. If you wanted to attach to each line item, you could use classes however that would only show in QuickBooks for reporting purposes it would not show on the sent invoice. The alternative would be to use the description box.

daveyj1
Level 2

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

I find this online version lacking in sophistication and user friendliness. You say you listen to our suggestions, when can we add Custom Fields to the table area of the invoice. I just need a specific box to put a specific number in for each line item. I don't want to set up 65000 classes and a third party import (The Bank) needs to identify each line  with a simple number, not a text value. 

Mark Armistead
Level 7

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

Welcome to the world of Intuits terrible attempt at a professional accounting software. Even if it was 50% of the old Desktop it would be a reasonable product, but it's not, so it isn't.
 
Don't waste your breath complaining, you'll just get the typical copy and paste answers about sending in feedback. People have been asking for the same, basic missing functions for YEARS and nothign gets done. Check out how your company logo is missing from Statement and Purchase Orders.
 
It's pathetic.

MirriamM
Moderator

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

Hi there, daveyj1 and Mark.

 

I can see the importance of adding custom fields so you can enter a specific number for each line item on the invoice. And we recognize that each company has unique needs. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

If you need help managing your sales in the future, you can visit our Community help page: Sales and customers.

 

If you have any other questions about invoices and QuickBooks, you can always add them to your reply. I'll be more than happy to take care of them for you. Have a dazzling day ahead!

daveyj1
Level 2

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

Funny, Mark in the previous answers told me that would be your advice.

can we please see a log of all customer feed back and the resultant improvement

Mark Armistead
Level 7

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

The reply bots are just so predictable lol. Unlike Intuits ability to fix issues…

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