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Best answer February 01, 2022
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Great having you join us here in the Community, @DCCRFID. I've got some information about customizing fields in QuickBooks Online.
Adding custom fields to a specific sales form is an exclusive feature of QBO Advanced. Otherwise, if you use QuickBooks Online Plus or Essentials, you can create your own custom fields on invoices, estimates, sales receipts, refund receipts, and credit memos.
Please see this sample screenshot below for reference:
Additionally, I've got this helpful resources to guide you further on how to:
- Create and edit custom fields in QuickBooks Online Advanced.
- How to add custom fields to sales forms and purchase orders.
Loop me in if you have other concerns about customizing fields in QBO, I'd be glad to assist you. Take care!
Great having you join us here in the Community, @DCCRFID. I've got some information about customizing fields in QuickBooks Online.
Adding custom fields to a specific sales form is an exclusive feature of QBO Advanced. Otherwise, if you use QuickBooks Online Plus or Essentials, you can create your own custom fields on invoices, estimates, sales receipts, refund receipts, and credit memos.
Please see this sample screenshot below for reference:
Additionally, I've got this helpful resources to guide you further on how to:
- Create and edit custom fields in QuickBooks Online Advanced.
- How to add custom fields to sales forms and purchase orders.
Loop me in if you have other concerns about customizing fields in QBO, I'd be glad to assist you. Take care!
