Hello there, @linehan.
I understand how having this feature can help you accomplish your tasks inside QuickBooks Online. Upon checking here on my end, the option you're trying to access is unavailable.
What I can do is I can input the steps below to help you send a feature request to our Product Development Team. This way, they'll see your feedback and consider adding it to future product updates. I'll gladly input the steps below to get you going:
- Access your QuickBooks Desktop company.
- Go to the Help menu, and then click Send Feedback Online.
- Choose Product Suggestion.
- Enter a brief description of the feature request.
- Once you're ready, click the Send Feedback button.
To add up, I've got you this article to learn more about creating personalized sales forms inside QBDT: Use and customize form templates.
Also, you can visit this page to learn about modifying reports and adding extra details to it inside your company: Customize reports in QuickBooks Desktop.
Thanks for dropping by here today, @linehan. Don't hesitate to let me know in the comments below if you got any additional QuickBooks-related concerns. Take care!
