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cinderblock
Level 2

How to display employee/worker name per line item in an extra column on invoices?

I see discussions about displaying the employee/worker's name, per labor line item, in an extra column on invoices with QBO. I'm using QBD. Is this possible in QBD?

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Best answer October 02, 2024

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cinderblock
Level 2

How to display employee/worker name per line item in an extra column on invoices?

It is very unfortunate that this basic feature is completely missing from QBD. When I used Excel for accounting, that was the easiest column to add.

 

I am not in need of instructions on how to record my hours. That is already working fine. Not sure why you included these instructions that I clearly didn't need.

 

Please raise this issue internally. I've already highlighting this issue here and other places. I shouldn't need to do it in the Application as well.

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2 Comments 2
MichaelaS
QuickBooks Team

How to display employee/worker name per line item in an extra column on invoices?

Thanks for posting your concern, @cinderblock

 

To display an extra column for the employee/worker name in QBDT, customize the invoice template and add the column. Here's how:

 

  1. Go to the List menu and select templates.
  2. Choose the template you use on the invoice and double-click to open it.
  3. Click Additional Customization, then tap the Column tab.
  4. Mark the Other boxes to display on the screen, choose the order of the columns to arrange them in the preferred order, and then label the title (e.g., Employee).
    image.png

  5. Click Okay. Go to the Invoice window.
  6. On the Template drop-down, select the correct template, and you should now be able to see the added column.

image.png

I also encourage you to submit a request to our product engineers if you have any additional improvements on the invoice feature to include them in future software updates.

 

Here's how:

 

  1. From the Help menu, select Send feedback online.
  2. Click Product Suggestion in the Product area, and pick Customer & Sales.
  3. Enter your request, then the Send Feedback button.

 

Furthermore, here's a helpful article to guide you in receiving your customer's payment: Record an invoice payment.

 

I'm always here if you have other questions about invoice concerns. Take care.

cinderblock
Level 2

How to display employee/worker name per line item in an extra column on invoices?

It is very unfortunate that this basic feature is completely missing from QBD. When I used Excel for accounting, that was the easiest column to add.

 

I am not in need of instructions on how to record my hours. That is already working fine. Not sure why you included these instructions that I clearly didn't need.

 

Please raise this issue internally. I've already highlighting this issue here and other places. I shouldn't need to do it in the Application as well.

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