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Just switched from QB Online to QB Desktop for Mac. Is there a way to add a note to each invoice that's different? In QBO we added the project name, measurements and other misc notes to each invoice so the client could see / confirm that information.
How can I do this with Desktop?
Welcome to the Community, @leenahw.
You can use the Layout Designer tool to customize the look of your invoices. To add custom fields, here's what you'll need to do:
To learn more on using QuickBooks Desktop for Mac, here are some helpful resources that you can visit:
You are always welcome to come back to me if you have any other questions. I'm here to answer it for you. Have a great day!
This seems to be adding a message to the invoice, not a block where I can customize the text on each and every invoice. IE invoice #1409 needs to say it's for a table that has specific dimensions. Invoice #1410 is for a bed and here are IT'S specific dimensions. I don't want a block of copy that goes on each invoice and is the same.
Hi there, @leenahw.
It's nice to see you here today. I want to make sure you're able to edit your invoice template.
You can use the Layout Designer to customize how your invoices look in QuickBooks for Mac to give them a professional and distinctive look for your business. Here's how to open the tool:
Let me know if I can help with anything else by replying to this thread. Have a great week.
That's literally what the other person said. I know I can add fields. What I want is a field where I can enter notes for each invoice. Why does it feel like I'm speaking a different language?
Did you ever get this figured out? I’m having a hard time finding a solution to the same issue for my invoices.
Hello, 007Mechanic
The option to add Memo field is currently unavailable in QuickBooks Desktop Mac. You can use the Layout Designer to customize how your invoices look in QuickBooks for Mac to give them a professional and distinctive look for your business. Here's how to open the tool:
To know more about the process, you can check pages 219-220 of this QB Mac guide: http://qblittlesquare.com/wp-content/uploads/2015/09/QBM-Users-Guide-150923-opt.pdf
Please touch base with me here for all of your QuickBooks concerns. I'll be more than happy to help. Have a good one, and keep safe.
Hello, 007Mechanic
The option to add Memo field is currently unavailable in QuickBooks Desktop Mac. You can use the Layout Designer to customize how your invoices look in QuickBooks for Mac to give them a professional and distinctive look for your business. Here's how to open the tool:
To know more about the process, you can check pages 219-220 of this QB Mac guide: http://qblittlesquare.com/wp-content/uploads/2015/09/QBM-Users-Guide-150923-opt.pdf
Please touch base with me here for all of your QuickBooks concerns. I'll be more than happy to help. Have a good one, and keep safe.
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