How do I add a field to a quotation that the client cannot see? I wish to place information in the quote about where the product came from & what it would cost me.

You can add a custom field, Lerxxst.

It will help you add another field on the sales form and customize it so it will not be visible to customers. I'm here to guide you.

Just follow these steps:

1. Click the Gear icon.
2. Select Account and settings.
3. Go to the Sales tab.
4. Click the Pencil icon in the Sales form content section.
5. Under Custom fields, enter a header or field title.
6. Tick the Internal box only.
7. Click Save, then Done.

I'll share the article on how to convert an estimate into an invoice as a future reference.

Visit the Community if you have other concerns. We're open 24/7 to help you.

Hi Kristine,

Thanks for replying - appreciate the help.

Unfortunately that solution doesn't really work since the field appears to be limited to 31 characters.

I wish to list all the website links for the products I'm quoting for along with other details so I know where to order from should the customer accept the quote.

Hi there, @lerxxst.

Currently, this feature is not yet available in QuickBooks Online. There are other workarounds in adding the website where you can order the products from. However, this will not appear directly in the estimate or quotation.

You'll have to open the description either in the vendor's details or the product's details to see the website link. Or you can also export the product list and enter the link. I'd be glad to guide you through the steps. I've included some screenshots for your additional reference.

Option 1: Add a website link to your vendor's details:

1. Go to the Expenses menu, select Vendors.
2. You can click on the vendor's name or create another vendor by clicking the New Vendor button.
3. Go to the vendor's information and enter the link in the Website field.
4. Select Save.

Option 2: Add the website link to your products.

1. Go to the Sales tab and select Products and Services.
2. Locate the product and click Edit.
3. Enter the website link in the Purchasing information field.
4. Select Save and close.

Option 3: Export your product to an excel file and add a column for the website links:

1. Go to the Sales menu and select Products and Services.
2. Click the Export to Excel icon.
   
   
    
3. Open the Excel file  and add a column for the website link.
4. Save the file. 
   
   

Furthermore, I've include this article about the the sales reports. This way, you'll see your best sellers, what’s on hand, and the cost of goods. Please check out: Use Reports To See Your Sales and Inventory Status. 

Don't hesitate to tag my name in the comment section if you have other concerns or questions. I'd be happy to help. Have a wonderful day ahead.