Hello, Mike.
When you create a new invoice or estimate, those custom fields won’t automatically pull in information from past transactions or customer records. This means you’ll need to fill them in manually each time you create a new invoice or estimate.
However, we encourage you to send us your feedback. This enables our product developers to consider including this functionality in future updates.
- Go to the Gear icon and click the Feedback option.
- Type in your comments or product suggestions.
- Click the Next button to submit feedback.
You can also review our QuickBooks Online Feature Requests website for any request updates.
Moreover, you can customize your invoices to match with your brand identity, emphasize particular details, and create a professional appearance for your customers.
Our QuickBooks Live Expert Assisted team is available to help you manage invoices and ensure data accuracy. They will walk you through key dashboards and provide insights to improve your business operations.
You can also generate detailed reports for your invoices. If you need assistance with this process, feel free to click Reply button. Our team is always ready to help you, ensuring you get the support you need at any time.
