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royadkin
Level 1

Who else would benefit from being able to add 'custom fields' to the import invoice template? Currently not possible, rendering bulk invoice upload useless when required.

 
6 REPLIES 6
jamespaul
QuickBooks Team

Who else would benefit from being able to add 'custom fields' to the import invoice template? Currently not possible, rendering bulk invoice upload useless when required.

Hello, royadkin.

 

I'd definitely agree that having more custom fields for the template would benefit everyone. 

 

Plus, having additional custom fields would make the template more flexible. Our developers might revamp and change the you would customise the template. 

 

For now, I would suggest sending feedback to them. Click the Gear icon, then select Feedback

 

Though, there might be an app that lets you add more customisable fields on your templates. You can look for one by going to the Apps menu (located on the left navigation panel). 

 

If you need more help with the invoice templates, you can check these articles:

 

 

Need help recording your sales transactions? We do have guides to help you create them from invoices down to estimates. You can browse for one in our Sales and customers topic page. 

 

I'll hear you out if you have other concerns regarding other processes in QuickBooks. Reply here and I'll see what I can do for you. 

Box
Level 1

Who else would benefit from being able to add 'custom fields' to the import invoice template? Currently not possible, rendering bulk invoice upload useless when required.

I completely agree, I desperately need additional fields when importing even just 1 customised box other than memo that would actually show on the invoice. So annoying 

royadkin
Level 1

Who else would benefit from being able to add 'custom fields' to the import invoice template? Currently not possible, rendering bulk invoice upload useless when required.

I have submitted a 'development  request' by using the "Feedback' option in the Gear icon. I would suggest you do the same. The more people who do this demonstrates more demand for the development, so we would stand more chance of it actually getting implemented! Good luck!

aflgroupbookkeep
Level 2

Who else would benefit from being able to add 'custom fields' to the import invoice template? Currently not possible, rendering bulk invoice upload useless when required.

I would like the template to include the basic field of 'Class' rather than just 'Location'  as well as custom fieldse. I cannot believe there is no way to map this.  

aflgroupbookkeep
Level 2

Who else would benefit from being able to add 'custom fields' to the import invoice template? Currently not possible, rendering bulk invoice upload useless when required.

I was under the impression the original question was about using the import routine for importing sales invoices, at the moment it is missing basic fields ie Class: you are talking about making the invoice look pretty I believe using custom form styles 

Ashleigh1
QuickBooks Team

Who else would benefit from being able to add 'custom fields' to the import invoice template? Currently not possible, rendering bulk invoice upload useless when required.

Hello Aflgroupbookkeep, 

 

Thanks for commenting on this thread, We have taken on board what you have said and we will pass this on to the  developers, you can also l;eave this as feedback yourself within the product in the main cog wheel>feedback too. 

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