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Matt1997
Level 1

Invoice Template- customization

I just switched over from Desktop to Online.  There were fully customizable templates in the desktop version. My old templates are gone after switching to QB Online and apparently not able to be imported.  I can't add additional columns on the QB online invoice template to accommodate my needs.  I need to add more columns in order to include more info that our customers require.  I've tried editing the template, but there is not way to add columns.  Any suggestions? 

4 Comments 4
Jelayca V
QuickBooks Team

Invoice Template- customization

Welcome to the Community, @Matt1997.

 

Currently, the option to add more columns to an invoice is unavailable in QuickBooks Online (QBO). This is because the columns on the invoices page are predefined, which has only given you the option to hide or display the columns in the Custom form styles page.

 

However, you can utilize the Custom fields feature to add more details to your invoices. Here's how:

 

  1. Click the Gear icon and select All lists.
  2. Select the Custom Fields.
  3. Click the Add field, then enter a name to the newly added field.
  4. Hit Save.

sample.PNG

 

I recognize the significance of having the option to add extra columns to an invoice. You can then send feedback directly to our Product Development team so they may consider including this feature in future updates. To do that, here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Click on Next to submit feedback.

 

Our Product Development team will receive and review your suggestion along with the other user's requests.

 

You can also track feature requests through this link: QuickBooks Online Feature Requests.

 

In addition, let me share these articles with you for additional reference: 

 

 

You have my attention in case you have additional questions about managing your invoices in QBO. Keeping you in working order is my top priority.

Matt1997
Level 1

Invoice Template- customization

Thanks for the quick reply.

 

I must say, this is very disappointing and might be a deal breaker for me when it comes to using QB moving forward.  I had already looked the the 'custom fields' options and that didn't provide me with what I needed.  I simply need to add more columns to my invoices so that my customers get the data they need.

 

Why are we paying more money for QB Online compared to the Desktop version, but getting less functionality that has more glitches?  I guess I'll start looking at Quickbooks competitors becasue my last few days of working with QB Online have lead to nothing but frustration.

jeanbiverly_
QuickBooks Team

Invoice Template- customization

We hear your sentiments, @Matt1997.

 

We recognize the need for more flexibility to add extra columns to your invoices. However, this feature is currently unavailable in QuickBooks Online (QBO).

 

In the meantime, you can consider checking out the available third-party apps to help you out with the task at hand. Here's how:

 

  1. From the left navigation panel, navigate to Apps.
  2. Open the Find apps tab.
  3. Enter any keyword in the search bar or select the Browse category dropdown menu to explore different apps.

 

find.png

 

To help improve your experience with QBO, you can share your valuable feedback. Your input will go directly to our product development team for review and consideration.

 

Here's how to send it:

 

  1. Navigate to the Gear icon and choose Feedback.
  2. Enter your comments or suggestions.
  3. Click Next to submit.

 

If you ever need to split an estimate into multiple invoices, check out this detailed guide: Set up and send progress invoices in QuickBooks Online.

 

I'm still ready to back you up if you have additional concerns regarding invoices. I'll be a reply away. Take care.

Matt1997
Level 1

Invoice Template- customization

I simply can't use QB Online without the ability to modify the invoices to include more columns with my own headers at the top of them.  This is a basic feature that I've been using on the desktop version since the year 2000.  I think you have probably lost another customer.  Best of luck Intuit.

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