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NDT
Level 1

Add Custom Field to Products & Services

Is there a way to add a custom field to Products & Services? For shipping, each item has a Schedule B code that needs to be shown on Sales Receipt and Invoice.

Solved
Best answer March 02, 2021

Best Answers
ReyJohn_D
Moderator

Add Custom Field to Products & Services

The feature you're looking for is possible in all QuickBooks plans or versions, Richard Smallwood!

 

I can guide you on how to sort the columns when creating invoices. You'll just need to customize them to get the details you need. Here are the easy steps you can follow.

 

For QuickBooks Online (QBO):

 

  1. Click the Gear icon, and then choose Custom form styles.
  2. Select Invoice from the New style drop-down.
  3. Go to the Content tab, and then click the Columns section.
  4. Check the details you'll want to include, and then drag the rearrange icon to sort it.
  5. Click Done when you're ready.

 

Once done, make sure to select the template you've created from the Customize drop-down. You can also indicate the item's location by turning on the location tracking feature. If you want to review them, click Print or Preview, and then Save and close.

 

For QuickBooks Desktop (QBDT):

 

  1. Go to the Customers menu at the top, and then choose Create Invoices.
  2. Select the Formatting tab, and then Customize Data Layout.
  3. Head to the Columns tab, and then indicate the arrangement you want in the Order section.
  4. Make sure to tick the Screen and  Print checkboxes. Also, ensure to enter a Title for each of them.
  5. Click OK.
  6. You can also enable the location tracking feature in QBDT.

 

Lastly, we've collated some help articles about customizing invoices. Give it a shot for more insights. Make sure to toggle it based on the plan or version you're using.

 

You can count on me for other queries you may have with handling invoices in QuickBooks. I'd be glad to help you.

View solution in original post

3 Comments
Angelyn_T
QuickBooks Team

Add Custom Field to Products & Services

Thank you for adding a post, @NDT.

 

When creating invoices or sales receipts, you can input the code under the Description column. Let me walk you through how.

 

  1. Open your QuickBooks Online account, then select Invoice from the (+New icon.
  2. Fill in the required details, then select the item/s under the Product/Service column.
  3. Add the code under the Description column.
  4. Save the transaction.

I understand the importance of adding a custom field to your products/services. Rest assured that our engineers are working non-stop to enhance the product for our customer's convenience. 

 

Please know that you can personalize your sales forms that suites your business needs. You can use this article as your guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Just in case you need related resources while working with QuickBooks in the future, you can also open the topics from our help articles.

 

I'll be right here to continue helping if you need additional help. Keep safe!

rsmallwood
Level 1

Add Custom Field to Products & Services

Hello,

 

Is there a way, a version, or plans to make the columns that display on invoices sortable? I use Quickbooks for order fulfillment and have been hoping to add an item location; like Isle 1, Column 2, Shelf 4. That way, when we're making an order, we are not all over the warehouse.

 

Thank you,

Richard Smallwood

ReyJohn_D
Moderator

Add Custom Field to Products & Services

The feature you're looking for is possible in all QuickBooks plans or versions, Richard Smallwood!

 

I can guide you on how to sort the columns when creating invoices. You'll just need to customize them to get the details you need. Here are the easy steps you can follow.

 

For QuickBooks Online (QBO):

 

  1. Click the Gear icon, and then choose Custom form styles.
  2. Select Invoice from the New style drop-down.
  3. Go to the Content tab, and then click the Columns section.
  4. Check the details you'll want to include, and then drag the rearrange icon to sort it.
  5. Click Done when you're ready.

 

Once done, make sure to select the template you've created from the Customize drop-down. You can also indicate the item's location by turning on the location tracking feature. If you want to review them, click Print or Preview, and then Save and close.

 

For QuickBooks Desktop (QBDT):

 

  1. Go to the Customers menu at the top, and then choose Create Invoices.
  2. Select the Formatting tab, and then Customize Data Layout.
  3. Head to the Columns tab, and then indicate the arrangement you want in the Order section.
  4. Make sure to tick the Screen and  Print checkboxes. Also, ensure to enter a Title for each of them.
  5. Click OK.
  6. You can also enable the location tracking feature in QBDT.

 

Lastly, we've collated some help articles about customizing invoices. Give it a shot for more insights. Make sure to toggle it based on the plan or version you're using.

 

You can count on me for other queries you may have with handling invoices in QuickBooks. I'd be glad to help you.

View solution in original post

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