purpose of a field on forms

dobleremolque · ‎January 31, 2022

We are set up as a US nonprofit using QBO. Our members pay dues and make donations. We use invoices/pledges and track both cash dues payments and cash donations conventionally.

There is a field that appears on on the invoice/pledge form, the estimate form, the credit memo form, the sales receipt form and the refund receipt form.

The field is captioned: "Donations". Underneath the field, italics is: " Not printed on form."

Screen cap of the relevant section below.

There is no information in the documentation on this. All searches have led to irrelevant tutorials on how to track donations, which we already know and already do.

What is this field? How is it used?

JenoP · ‎January 31, 2022

Thanks for sharing a screenshot of your invoice, dobleremolque.

Based on what I can see, it looks like it's a custom field that's added to your invoice. A user might have customized the form and added this field to your invoices.

You can go to invoice template and remove the custom field. Here's how:

Click the Gear icon in the upper-right hand corner and select Custom form styles.
Look for the invoice template that you're using, then click Edit under the Action column.
Proceed to the Content tab.
Click the header section of the invoice, then go to the left side and look for Custom fields.
Look for the donation field in the Custom Field Name Column.
Click the drop-down list beside Edit, then select Make inactive.
Select Yes to confirm that you want to make it inactive.

After that, go back to the invoice and check if you can still see the field. Let me share these articles for additional details:

Allow me to give you more articles for additional references when creating invoices:

Feel free to reply to me or visit us again if you need anything else. We'd be glad to offer our help anytime of the day.

View solution in original post

JenoP · ‎January 31, 2022

Thanks for sharing a screenshot of your invoice, dobleremolque.

Based on what I can see, it looks like it's a custom field that's added to your invoice. A user might have customized the form and added this field to your invoices.

You can go to invoice template and remove the custom field. Here's how:

Click the Gear icon in the upper-right hand corner and select Custom form styles.
Look for the invoice template that you're using, then click Edit under the Action column.
Proceed to the Content tab.
Click the header section of the invoice, then go to the left side and look for Custom fields.
Look for the donation field in the Custom Field Name Column.
Click the drop-down list beside Edit, then select Make inactive.
Select Yes to confirm that you want to make it inactive.

After that, go back to the invoice and check if you can still see the field. Let me share these articles for additional details:

Allow me to give you more articles for additional references when creating invoices:

Feel free to reply to me or visit us again if you need anything else. We'd be glad to offer our help anytime of the day.

dobleremolque · ‎February 01, 2022

Thanks! Perfect diagnosis, Dr. JenoP! :) That did the trick!

(I inherited this subscription to QBO from someone with zero bookkeeping experience and the last time I had worked with QB was like, version 2.0 desktop. So cleanup? Yeah. Lots of cleanup.) Thanks again!

Topics

Training

Community

Resources

purpose of a field on forms