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

How do I input sort code and acct number to invoices


How do I input sort code and acct number to invoices

I'd be happy to guide you in customising your invoices, @glenbrownkva-yah, so you can enter sort codes and account numbers.


In QuickBooks Online (QBO), we have the Custom Field feature where you can add a field to enter the information you want to show on your forms. And this is available in QBO Essentials, Plus, and Advanced.


To do this, here's how:

  1. On your QBO account, click the Gear icon at the upper-right corner and choose Custom fields.
  2. On the Custom Fields page, select Add field.
  3. Type Sort code and Account number as the Name, then choose All Sales form as the form type.
  4. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks.
  5. Click Save.


Once done, you can enter the sort code and account number on the desired field on your invoices. 


To learn more about this feature, here's an article that you can read: How to add custom fields to sales forms and purchase orders.


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


For future reference, check out this article to learn how to receive invoice payment in QuickBooks Online. 


If there's anything else that I can help you with, please let me know in the comment section down below. I'll always be around to help. Take care, @glenbrownkva-yah.

Fiat Lux - ASIA
Level 15

How do I input sort code and acct number to invoices


If you are running a professional service company, you may utilize a 3rd party app to accept payments by BACS and integrate it with your QBO. Your invoice will be generated automatically when your client approves your estimate/quote online.

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