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friendshchospice
Level 1

Can I add 2 new fields to the invoice and change some of the descriptors? Is it possible to incorporate simple formulas multiplying field amounts?

Can I add 2 client fields to track additional data in the invoice?
2 Comments 2
ChristineJoieR
QuickBooks Team

Can I add 2 new fields to the invoice and change some of the descriptors? Is it possible to incorporate simple formulas multiplying field amounts?

It's great to have you here in the Community, @friendshchospice.

 

I have some details on how to customize fields in QuickBooks Online. Let me help you with this.

 

QBO Advanced can add custom fields to a specific sales form. Otherwise, you can build your custom fields on invoices, estimates, sales receipts, refund receipts, and credit notes if you use QuickBooks Online Plus or Essentials.

 

Each type of profile can have up to 12 active custom fields (customer and vendor). You can construct custom dropdown, date, and number fields in addition to text fields.

 

Here's how:

 

  1. Go to Settings ⚙. Then select Custom fields.
  2. Select Add custom field. If you created, you see Add field instead.
  3. Give your custom field a name.
  4. Select the type of data from your custom field: Text and numberNumber onlyDate, or Dropdown list. If you select Dropdown list, enter the items in the list.
  5. Select the category that belongs to CustomerTransaction, or Vendor

 

See the screenshot below for your reference:

 

Additionally, I've got these helpful resources to guide you further on how to:

 

 

If you have any other questions concerning customizing fields in QBO, please let me know. Take care.

friendshchospice
Level 1

Can I add 2 new fields to the invoice and change some of the descriptors? Is it possible to incorporate simple formulas multiplying field amounts?

Thank you and I'm sorry this is so late. I will work on this tomorrow and let you know if this solves my dilemma.

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