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kellykola
Level 1

How do I add/customize columns (not header) of estimate, invoice, purchase order, etc? I need some to be printable and others to only be seen on the screen and not print.

Our markups are not the same on every product. I need to show a column for cost, MPN, vendor for EACH line. I need these columns NOT to print to estimate for client to see. QuickBooks Desktop had this functionality but QBO seems not too. This lack of function costs us lots of time.

1 Comment 1
RheaMaeH
QuickBooks Team

How do I add/customize columns (not header) of estimate, invoice, purchase order, etc? I need some to be printable and others to only be seen on the screen and not print.

I understand the importance of customizing columns that are visible only on-screen for invoices, estimates, and purchase orders to track details and improve workflow, Kellykola. Let me clarify this for you.

 

Currently, QuickBooks Online doesn’t support custom columns, such as cost, MPN, or vendor, that are visible only on-screen but hidden from printed or shared documents. We truly appreciate your feedback on this, as it helps our team identify areas for improvement and prioritize features that better meet customer needs.

 

You can share your suggestions directly with our Product Development team through the Send Feedback feature. Here’s how:

 

  1. Open your QBO account.
  2. Go to the Gear icon located at the top-right corner of your screen.
  3. Under the Profile section, select Feedback.
  4. Type in your suggestions and then click on Next.

 

In the meantime, if you’re using QuickBooks Online Advanced, you can create custom fields to track internal details such as cost, vendor, or MPN at the header level of invoices, estimates, and purchase orders. While these fields cannot be applied at the individual line-item level, they offer a practical way to manage transaction-specific information for internal tracking only.

 

Alternatively, you can explore third-party apps that integrate with QBO to gain greater customization options, including tracking costs, vendors, or MPNs at the line-item level.

 

Feel free to revisit this thread if you have follow-up questions.

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