Linking Item List to Invoice

You can customize your invoice template to add the SKU field to your invoices, Music People. I'll guide you through the customization process by providing a detailed step below.

Beforehand, how did you add the SKU information for your item? Did you add a custom field or paste the details on the fields already available in QuickBooks Desktop?

If you used a custom field yet, I recommend utilizing this feature to track product SKU information. You can refer to this article for complete guidance: Create and use custom fields in QuickBooks Desktop.

Moreover, let's customize your template to add the SKU field or other item fields on your invoices. This process allows SKU information or other details to automatically populate your sales form.

Here's how:

1. In the List menu, select Templates.
2. Choose a template from the list. You can also click New from the Templates dropdown to create another one.
3. Choose Additional Customization..., then go to the Columns tab.
4. Look for the SKU field you've created and check the box under Screen. If you want to include the field when printing, tick the box under Print.
5. Select OK, then OK again when routed back to the Basic Customization window.

After that, ensure to select this template first when creating your invoices. Here's a sample screenshot to keep you guided:

Once customer settles their balances, ensure to document it in QuickBooks with the help of this material: Record an invoice payment.

Please revisit this thread whenever you have other questions regarding your product and services or the invoicing process in QuickBooks Desktop. You can also tag us with your replies in the Community to keep us notified.

To answer your questions about how things were created, I'm not sure. I'm not the one who formatted our program, sadly. I just have to find ways to work within it. What I was hoping to do was NOT need the sku, cause it's 10 or more digits. I was hoping to have a shortcut where I could search within the invoice but not by sku...or a way to use the List area to have a button that would allow me to import those numbers without having to exit from it.

Solution found! My boss did some reformatting and made a piece of the List system work by having a USE feature in a dropdown menu in the bottom right of the program. 

Hey there, @Music People. 

Thanks for reaching back out! 

I'm glad you were able to find a solution to this issue. 

Feel free to come back if you have any other questions. We're always here to help! 

@Candice C  "I'm glad you were able to find a solution to this issue."

They didn't.

Man, it's hard to be snarky when you can't see part of the conversation.