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Everything you need to know about banking in QuickBooks Online - Discover more
trudys care at home
Level 1


good evening,


how do i add my sort code and account number to my invoices?

QuickBooks Team


I have a way to add these to your invoices, Trudy. 


But before we proceed, are you using QuickBooks Online (QBO)? If so, you can create custom fields to add sort codes and account numbers to your invoices. To do so, follow the steps outlined below:


  1. Go to the Gear icon and select Custom fields.
  2. Select Add field. If this is your first time creating a custom field, select Add custom field.
  3. Enter a name in the Name field.
  4. Select the All Sales forms or Purchase Order checkbox. Or, select both.
  5. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  6. Click Save.


After that, once you create an invoice, you'll be able to see the options. I've added this screenshot for your visual guide:



However, if you're using QuickBooks Desktop, you can go to the Additional Info tab and select Define Fields to create custom name fields.



To know more on how you can manage custom fields in QBO, check out this article for more details: Add Custom Fields To Sales Forms and Purchase Orders in QuickBooks Online.


Furthermore, you can also check these articles if you need more details about customising your forms: 


Let me know if you'd like to do something else with your transaction format. We'll always be right here to help you anytime. 

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