Can I make a data field required on invoices and sales receipts?

Thank you for reaching out to us,@droybal.

I'll be glad to help you with your invoice concerns.

It should auto-populate on the invoices if you have set up a Rep on your customer’s profile. 

Here's what happens when creating an invoice:

• The Rep field auto-populates after selecting a customer. 
• If you toggle from one customer to another. 
• When an invoice opens with a customer already selected, click anywhere on the screen for the Rep to auto-populate.

If the issue is not resolved, do the basic troubleshooting steps.

You can use the Verify and Rebuild Data Utility tool.

You can also check how to use and customize form templates for more information about invoices.

We're always here in the Community to help if you have other questions related to QuickBooks. Stay safe!

Thank you for your prompt response, but I probably  didn't explain my question very well.  I have this field on my invoice and sales receipt template.  Currently when your create an invoice you can skip this field and save and close.  I want it to be a required field that will not allow you to save the invoice without selecting a drop down.  I know I can do a custom field that is required but the  sales report are not as good.  Can you require the users to complete this data field before they save the invoice or sales receipt?

Thanks for adding more details of your concern, droybal.

Adding a required field when creating an invoice or sales receipt is not available. I'd suggest informing your user to complete the field before saving the transaction.

I also encourage learning more about creating and using custom fields. This helps you personalize your books.

Additionally, in case you want to run a report with a specific field included, you can check out my colleague's instructions on a previous thread: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/custom-fields/00/636676.

I suggest getting back on this thread if you'll assistance managing your sales transactions. I'm always here to help you out.

Create a custom field for what you need to be mandatory. Remove the old dropdown. Custom fields can be selected to be mandatory. 

@lennyg 

Hello! How and where can I select my custom field to be mandatory. I have created custom field however I don't see where I have option of making it mandatory.

Hello, dhuntley.

Welcome to the Community. I'm here to share some information about making custom field as mandatory in QuickBooks Desktop (QBDT).

When you set up custom fields on items, ensure that you use same template in creating transactions.

For future reference, you'll want to learn about creating and use custom fields to personalize your sales forms in QBDT. 

As always, don't hesitate to reach out to us again if you need anything else. We're always here to help. 

Hello, 

Is there any update on this topic for QBO Advance?

Thanks for checking in with us, gmontalto.
 

I understand the importance of being able to add a required field when creating an invoice or sales receipt. Currently, there isn’t a specific time frame as to when this functionality will be available.

I'd recommend sending this request straight to our product engineers through our feedback page. They will check and consider these features and options for future updates. Here's how: 

1. Select the Gear icon at the top, then click Feedback.
2. Enter your comments or product suggestions and select Next to submit them.

Also, you can get the custom fields if you're using the QuickBooks Online Advanced. This feature lets you track or adding information that matters most to you and your customers. I'll include this article to help you learn more about creating and using enhanced custom fields: Create and edit custom fields in QuickBooks Online Advanced.

To guide you further on how to add that custom field as a column to your report, refer to this article: Use custom fields in reports in QuickBooks Online Advanced. That'll guide you on how to sort, group and filter items in your report. 

Drop a comment below if you have other invoice or customer-related concerns in QuickBooks Advanced. I’ll get back to help and make sure you’re taken care of.