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Join nowWhen I put in a new customer and I put stuff in the additional info tab how do I make that automatically go onto the invoice, and when i bring up the customer in the future it should already be there also, it use to do it and then i got a new computer and new quick books and i cannot figure it out. Thank you!
Welcome to the Community, @Carlee018.
Let's customize the invoice template to show the additional information you've entered to your new customer.
Here's an article you can read for more details: Use and customize form templates.
Once done, you'll be able to see the additional information on the invoice.
As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.
Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.
I have it on the invoice already but when I put it in the customer stuff and hit save and then i go to add the stuff onto the invoice the stuff that i put on the additional info tab does not go onto the invoice i have to type it in the field on the invoice
Hello, @Carlee018.
I hope your day is going well. Thank you for the feedback about the customer's additional information auto-populating to the invoice.
At this time, the invoices in QuickBooks Desktop doesn't generate the customer's additional information. I will submit feedback to our Product Development Team for them to further review and consider this soon.
For now, you can follow our Firm of the Future webpage for future updates with QuickBooks.
If you have any more questions or concerns, please don't hesitate to reach back out. Have a good rest of your week!
Okay thank you! It used to when I put something in the additional info tab it automatically went to the invoice and now that I got a new computer and new quickbooks it will not do it
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