INVOCIE SETUP

Hey there, @Eve2019.

How are you doing today? I hope your day has been great so far.

At this time, you cannot add a new column to an invoice. However, you can add a custom field to show color.

Let's go to your Account and Settings and add a custom field from there. I'd be glad to guide you how.

In your QuickBooks Online (QBO) account:

1. Go to the Gear icon.
2. Select Account and Settings.
3. Choose the Sales menu.
4. Tap on the Sales form content.
5. Put a checkmark on the Custom fields section.
6. Click Save, and hit Done.

That should do the trick. Here's an article on how to personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please let me know if you have any questions or concerns about this process. Have a good one!

Hi Tori, thank you for the reply. 

I'm stuck on step 5.  Please see attached, these are the options I have on my qbo. thank you

I appreciate you for taking my colleague's suggestion to add the custom field to your invoice, Eve2019.

Adding a new column would help your business look more professional and consistent brand image. In step number 5, rather than putting a checkmark, go to the Settings icon to add the custom field for color and size: 

 

1. Go to the Settings icon.
2. From the Lists, select Custom fields.
3. Click on the Add field.
4. Add the Name of the field you want to show on the invoice.
5. Select the Data type (Text and Number).
6. Choose the Category (Transaction).
7. Tick the box of the Selected Forms (Invoice).
8. Toggle the button to Print on form.
9. Click on Save.

     10. Once done, create an invoice. You will see their the custom field that you have added.

  11. After that, Save the invoice or Review and Send.

To make sure that the changes will sync to your invoice, consider refreshing your QuickBooks Online (QBO) account. After doing the trick, you can click this link on how to customize invoices, estimates and sales receipts in QuickBooks Online (QBO).

On the other hand, you may also export a report in your QBO account.

Furthermore, you may also want to book for our QuickBooks Live Expert Assisted to boost your confidence in navigating your QBO subscription.

Let me know if you need further assistance adding a custom field on your invoice. I'd be glad to give you a hand. Have a good one!
 

Hi Manilyn, I tried these steps and not exacly what Im looking for, how can I delete the custom field? 

Unfortuenly it did not work.. =( 

Basically what Im looking for is to have color be a colum many items are different color so haveing the color as the custom field will not work...

This is where I want the column to show up, see attached.  

Can this be done in quickbooks online?

Thank you

I appreciate you trying the steps my colleague has provided, Eve. Having the option to add another column would be great, and I'd be glad to help you submit this idea to our product engineers.

Before submitting feedback, let's delete the custom field you've created:

1. In the Custom fields window, look for the custom field you created.
2. Click the Edit dropdown in the ACTIONS column.
3. Hit Make inactive.

Note that when you make a custom field inactive, this will be unavailable in all the sales forms.

Regarding your concern about adding another column, please note that this feature is currently unavailable. Thus, I encourage you to submit a feature request to our product engineers. They will review this and might consider it for future updates.

Here's how to submit a feedback within QBO:

1. Sign in to your QBO account.
2. Go to the Gear icon.
3. Select Feedback.
4. Enter your product suggestions.
5. Click Next to submit.

In the meantime, you might want to add the colors in the Description field as a word. Here's a visual reference:
 

You can also look for a third-party app to help you achieve your goal of adding a column to your invoices.

Moreover, you can check this article to create attractive, professional-looking invoices, estimates, and sales receipts: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Furthermore, to receive and record invoice payments in QuickBooks Online, visit this article: Record invoice payments.

Your input is vital in shaping the future of QuickBooks. Let me know if you have other questions about managing sales forms, and I'll get back to you right away.

We have the same requirement. We recently migrated from QB Desktop Enterprise to the QB Online version. We migrated tens of thousands of invoices and were not aware that our custom "COLOR" column field data would not be migrated over. This is an essential part of our invoicing process. We will likely have to revert back to the QB Desktop version if QB Online does not have the functionality of adding a custom column to invoices. It seems like a pretty common sense feature. Surprised and disappointed we found out this late in the process.