Custom columns in Activity Table - custom styles

Matteo_S · ‎November 15, 2023

Good day,

We're working on our custom invoice layout.

We would like to have an additional column, not automatically populated, for each item in the invoice, i.e. adding the custom column to the activity table.

This is because we would actually like to fill that by hand, so we just need the column header and the space to write.

It seems that custom fields are for other areas of the invoice, but not for the table with the products.

Is there a workaround for this?

Thanks

Kevin_C · ‎November 15, 2023

I appreciate you providing an in-depth detail of your concern about adding columns to your invoice template, Matteo_S. I'm delighted to address it by providing an alternative way to achieve it.

You're correct that the custom field feature will not be included in the table section of the invoice, as it will create an additional field in the upper part instead.

The option to add a column in the table section of the invoice is currently unavailable. At this time, we can utilize the Item Description column instead. However, this can only apply if you have no product descriptions.

To guide you further, please follow the steps below:

Go to Settings ⚙ and then select Custom form styles.
Click Edit in the form style you're using.
From the Content tab, pick the Table section.
Tap Edit labels and widths, and change the Description column name.
Hold the box beside the Description column and drag it to where you want it to display.
Hit Done to save the customization.

Once done, leave the Description column blank and select the correct template in your invoices. So it will appear like the screenshot below:

While this feature is unavailable, I encourage you to submit feedback requests to our product developers. Rest assured that they will review and consider it for future updates, depending on the number of users' requests.

Additionally, we have built-in reports that you can use to see and manage your inventories in QBO. Check out this article that explains what you can see when you run the specific report: Use reports to see your sales and inventory status.

If you have further questions about managing your invoices in QBO, just let me know by leaving a comment below. I'm always here to help.

View solution in original post

Kevin_C · ‎November 15, 2023

I appreciate you providing an in-depth detail of your concern about adding columns to your invoice template, Matteo_S. I'm delighted to address it by providing an alternative way to achieve it.

You're correct that the custom field feature will not be included in the table section of the invoice, as it will create an additional field in the upper part instead.

The option to add a column in the table section of the invoice is currently unavailable. At this time, we can utilize the Item Description column instead. However, this can only apply if you have no product descriptions.

To guide you further, please follow the steps below:

Go to Settings ⚙ and then select Custom form styles.
Click Edit in the form style you're using.
From the Content tab, pick the Table section.
Tap Edit labels and widths, and change the Description column name.
Hold the box beside the Description column and drag it to where you want it to display.
Hit Done to save the customization.

Once done, leave the Description column blank and select the correct template in your invoices. So it will appear like the screenshot below:

While this feature is unavailable, I encourage you to submit feedback requests to our product developers. Rest assured that they will review and consider it for future updates, depending on the number of users' requests.

Additionally, we have built-in reports that you can use to see and manage your inventories in QBO. Check out this article that explains what you can see when you run the specific report: Use reports to see your sales and inventory status.

If you have further questions about managing your invoices in QBO, just let me know by leaving a comment below. I'm always here to help.

Matteo_S · ‎November 16, 2023

thanks, we do use item descriptions but we might try this workaround with some other field

Andrei Franco · ‎August 06, 2024

Hi,

I'm writing to inquiry about this.

We would like to add custom activity fields on the activity table. Instead of a description, we would like to have separate fields for each information we want to add. For example, right now we're using this: Task ID / Client Name / Lease Number, and we'd like to have separate fields for each of those grouped on the description.

The reason behind this is due to the fact that the field each customer is interested in having may vary. So, we'd like to create custom form templates for invoices, with different fields for each customer. If a customer wants an address instead, we can create a template that uses Task ID / Client Name / Address.

Please let me know if this feature is now available.

Thank you.

IvyW · ‎August 06, 2024

It's great to have you here in the Community, Andrei. I'm pleased to address your concern about creating templates for invoices by giving you another way.

Adding custom columns to the Activity table in the Custom Form Styles page is unavailable. I recommend submitting feedback requests to our product developers. They'll check your input and assess it for future updates.

Here's how to do it:

Go to the Gear icon, then select Feedback.
Enter your comments or suggestions.
Once done, click Next to submit feedback.

The feedback you provide goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

In case you want to run reports in QuickBooks, check out this article for more guidance: Run reports in QuickBooks Online

If you have more concerns about customizing your invoices, please utilize this thread anytime. We are all here to help you.

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Custom columns in Activity Table - custom styles