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Hi there, @sangeetachakrabo. This is just the place to get the answers you're looking for regarding custom fields.
In QuickBooks Online (QBO), you can add custom fields to your sales forms. QBO Plus and Essentials are limited to 3 custom fields on sales forms.
Here's how:
For more info, refer to this link: How to add custom fields to sales forms and purchase orders.
If you're using QBO Advanced, you can have up to 12 active custom fields for each type of form and profile. Besides text, you can also create a custom dropdown, date, and number fields.
Follow these steps:
You can check out this article for more info about this: Create and edit custom fields in QBO Advanced.
If you wish to upgrade your plan, head to this article: Upgrade your QBO subscription.
I'm always around if you need further assistance in personalizing your templates. Have a wonderful day.
@LieraMarie_A, how about adding "custom columns" to the "line level"?
Hi there, @Test2Go.
Being able to add custom columns on sales forms would be a great option. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.
You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.
Here's how:
For your reference, check out this link: How to Submit Feedback.
In the meantime, I suggest visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.
Drop me a line if you need more help with customizing your sales forms in QuickBooks Online. I'd be happy to assist you. Thanks again for reaching us and have a great day.
@LieraMarie_A , thank you.
@sangeetachakrabo , there you go. your question is now fully answered. you're welcome
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