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O
Organizer
February 1, 2019
Question

Data Fields for Templates

  • February 1, 2019
  • 1 reply
  • 0 views

Is there a list of where the data fields in a template appear in the customer setup and vice versa.

 

For instance on the template for an Invoice there is a data field for Customer Alt Contact Name but I don't see Customer Alt Contact Name anywhere in the Customer Setup.

 

On the flip side there is a field for Mobile Number on the Customer Setup but the Mobile Number field does not appear as an option for a Data Field in the invoice template.

 

Thank you!

Diane

1 reply

C
Charies_M
Level 9
February 1, 2019

Hi there, Organizer.

 

Welcome to the Intuit Community. I'll be glad to clear this up for you.

 

The Customer Alt Contact Name cannot be found in the Customer Setup. It's possible that you added this as one of the data fields and could be the reason why you're seeing this on your invoice template.

 

In addition, if you want to include a Mobile Number field in your invoice template, you can add this and enter Mobile Number as the title of the field. Let me show you how to do it:

  1. Open the invoice.
  2. Click Customize Data Layout.
  3. Click Other and fill in the title as Mobile Number.
  4. Click OK.

You might want to check out this article to learn more about customizing templates in QuickBooks: Use and customize form templates.

 

That's it. I'll be around anytime you need help with something. Feel free to leave a reply below.

A
AJHN
June 15, 2022

Hello everyone,

Do you know if there is possible to include in the Invoice/Packing Slip information from the Customer:Job like CUSTOMER OR COMPANY?

We have the use case where we need show reference information that is present in the Customer:Job (yellow squares in the image below)

 

 

 

Thanks in advance. 

 

 

JenoP
JenoPQuickBooks Team
QuickBooks Team
June 15, 2022

Hi there, AJHN.

 

I can see that you also asked the same question about invoice or packing slip templates in a different thread. 

 

Let me give you this link so you read the response from one of my colleagues: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-customizing-a-packing-slip/01/1100645#M160330.

 

The Community is always here if you need anything else. 

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