cancel
Showing results for 
Search instead for 
Did you mean: 
jknwoodland
Level 2

How do I add a column to my statements that I have on my Invoices?

 
Solved
Best answer January 04, 2022

Best Answers
Rose-A
Moderator

How do I add a column to my statements that I have on my Invoices?

Hi, jknwoodland.

 

 

I'd suggest submitting feedback to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.

 

 

In case you need help with utilizing your sales forms template in QuickBooks Desktop, you can go through this article. Also, this will provide you with steps on how to import and export templates: Use and customize form templates.

 

Additionally, you can visit the What's New section on your QuickBooks Desktop, to stay informed with our latest news and updates including product improvements.
 

 

I've got your back if you need more help with QuickBooks. I'd be more than willing to lend you a hand.

View solution in original post

7 Comments 7
Mark_R
QuickBooks Team

How do I add a column to my statements that I have on my Invoices?

Glad to have you here in the Community, @jknwoodland.

 

Adding a column to your statements is easy peasy. I'd be happy to guide you through the steps.

 

  1. Open your QuickBooks Desktop company file.
  2. Go to the Lists menu, then select Templates.
  3. Click the Templates drop-down and choose New, then select Statement.
  4. Select the Additional Customization button.
  5. Go to the Columns tab, then add the column you want to add to your statement that you have on your invoice. You can also reorder the column if you want to.
  6. Click OK twice to save the customization.

 

I'm adding this article for more guidance: Use and customize form templates.

 

You might also want to create a billing statement for your customers. This helps you see the list of workflows and other customer-related transactions.

 

It's nice working with you, @jknwoodland. You can always get back into this post if you have more questions about customizing templates. I'll be around to provide further assistance.

jknwoodland
Level 2

How do I add a column to my statements that I have on my Invoices?

Yeah, I tried all that and it still didn't transfer over the stock# to my statement from my invoice. If you could forward me any other information that would be great.

Thank you for your help.

Rose-A
Moderator

How do I add a column to my statements that I have on my Invoices?

Hi, jknwoodland.

 

 

I'd suggest submitting feedback to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.

 

 

In case you need help with utilizing your sales forms template in QuickBooks Desktop, you can go through this article. Also, this will provide you with steps on how to import and export templates: Use and customize form templates.

 

Additionally, you can visit the What's New section on your QuickBooks Desktop, to stay informed with our latest news and updates including product improvements.
 

 

I've got your back if you need more help with QuickBooks. I'd be more than willing to lend you a hand.

jknwoodland
Level 2

How do I add a column to my statements that I have on my Invoices?

Hi Rose,

 

Thank you so much Rose for your help. I really thought I was doing something wrong. I appreciate your help. I will definitely send a feedback to QuickBooks to make the program better. Have a wonderful day!  

ZackE
Moderator

How do I add a column to my statements that I have on my Invoices?

Thanks for getting back with the Community about this, jknwoodland.

 

I'm happy to hear Rose-A was able to help with understanding how adding columns to statements works and how to submit feature requests.

 

If there's ever any questions, please feel welcome to post a reply here or create a new thread. The Community's always here to help. Have a wonderful day!

Sharongg1
Level 1

How do I add a column to my statements that I have on my Invoices?

I want to add a column with the invoice number on for the invoices due and not the entire description of the invoice that is making my statements 10 pages long. Is this possible? Or even a PO number column pertaining to each invoice due.

Archie_B
QuickBooks Team

How do I add a column to my statements that I have on my Invoices?

Hi, Sharongg1. I'd like to share some information about customizing customer statements in QuickBooks Desktop.

 

The option to add specific columns, such as invoice details, to a customer statement template in QuickBooks Desktop is currently unavailable. But I hear your suggestions and understand the need for more customization, particularly for customer statements.

 

With that in mind, I recommend sending feedback to our Product Development team so that it can be considered in future updates.

 

Here's how:

 

  1. Go to the Help menu at the top.
  2. Choose the Send Feedback Online option.
  3. Select the Product Suggestion option.
  4. In the pop-up window, enter your product suggestion.
  5. Click the Send Feedback button. 

 

If you need more information on customizing other customer forms, you can check out this article as a reference: Use and customize form templates.

 

I've also added this link as an additional resource in case you encounter some issues personalizing templates: Fix common issues when you use and customize templates.

 

Let me know if you need further assistance or have other questions about invoices and customer statements. I'll be here to help.

Need to get in touch?

Contact us