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Learner97
Level 2

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

I would like to know what plans have custom fields as a feature and if there is a limit to how many fields does each plan offer.
Solved
Best answer June 11, 2021

Best Answers
ZackE
QuickBooks Team

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

Hi there, Learner97. I'd be more than happy to provide some insight into how QuickBooks Online works.
 

With an Advanced subscription, you can have up to 12 active custom fields for each type of form (invoices, estimates, purchase orders, expenses, bills, etc.) and profile (customers & vendors).
 

If you're interested in upgrading your plan, you can do so anytime.
 

Here's how:

  1. Sign in as a primary or company admin.
  2. Use the Gear (⚙️) icon.
  3. Go to Account and settings.
  4. Access your Billing & Subscription tab.
  5. Confirm the payment info's up-to-date.
  6. In your QuickBooks Online section, click Upgrade your plan.
  7. Find our Advanced plan, then select Choose plan.
  8. Follow the on-screen steps to finish upgrading.

 

I've additionally included a detailed resource about working with custom fields that may come in handy moving forward: Create & edit custom fields

 

I'll be here to help if there's any questions. Have a wonderful Friday!

View solution in original post

8 Comments 8
Fiat Lux - ASIA
Level 15

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

QBO Plus, Essentials, and Simple Start are limited to 3 custom fields on sales forms and purchase orders. Should you need more than 3 custom fields, consider QBO Advanced.

https:// quickbooks.grsm.io/US

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Catherine_B
QuickBooks Team

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

Yes, Fiat Lux - ASIA is correct, Learner97.

 

You can add 3 custom fields to your sales forms if you're subscribed to the QuickBooks Online Plus, Essentials, or Simple Start plans. If you want more than 3 fields, you can upgrade your plan to QuickBooks Advanced. 

 

To add custom fields, you can go to the Custom Form Styles page. Here's how: 

 

  1. Click the Gear icon and click Custom form styles.
  2. Select the Content tab and from the sample template.
  3. In the header section, select Manage custom fields.
  4. In Custom fields, select Add field.
  5. Enter the name of the field, and select All sale forms.
  6. Enable Print on form so it appears in your form's header.
  7. Select Save.

Feel free to use these links for more details in handling your sales transactions: 

 

I'll be here if yu have other questions in adding and customizing your transactions. Have a great day!

Learner97
Level 2

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

Does the advanced plan include unlimited custom fields?

Learner97
Level 2

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

Does the advanced plan max out at a certain number of custom fields?

ZackE
QuickBooks Team

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

Hi there, Learner97. I'd be more than happy to provide some insight into how QuickBooks Online works.
 

With an Advanced subscription, you can have up to 12 active custom fields for each type of form (invoices, estimates, purchase orders, expenses, bills, etc.) and profile (customers & vendors).
 

If you're interested in upgrading your plan, you can do so anytime.
 

Here's how:

  1. Sign in as a primary or company admin.
  2. Use the Gear (⚙️) icon.
  3. Go to Account and settings.
  4. Access your Billing & Subscription tab.
  5. Confirm the payment info's up-to-date.
  6. In your QuickBooks Online section, click Upgrade your plan.
  7. Find our Advanced plan, then select Choose plan.
  8. Follow the on-screen steps to finish upgrading.

 

I've additionally included a detailed resource about working with custom fields that may come in handy moving forward: Create & edit custom fields

 

I'll be here to help if there's any questions. Have a wonderful Friday!

View solution in original post

GreggP
Level 1

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

Is there truly no available database filed e.g. [Invoice No.] [customer first name] to insert the upcoming month on recurring invoices? The vast majority of invoices sent by firms specify the billing period "August 2021" in the invoice and/or email. Clients are being audited regularly and not having the period the invoice is for causes these invoices to be flagged in an audit. I spent an hour trying to get online staff via the phone to answer this and 2 agents had no idea what I was talking about and claimed they could not escalate. You take more money from us with online and yet provide less features and service...truly unfair. 

Maybelle_S
QuickBooks Team

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

Glad to have you here in the Community, @GreggP.

 

I'm here to help you be able to create a recurring template of the invoice.

 

You have the option to create an individual recurring invoice for each customer.

 

A scheduled recurring invoice will allow you to include the customer name, products or services, and their respective amounts.

 

Let me show you how:

 

1. Go to the Gear icon, and select Recurring transactions.

2. On the Recurring Transactions page, click New.

3. Click the Transaction Type drop-down arrow, and then choose Invoice.

4. Hit OK.

5. Enter the template name.

6. Under Type drop-down, choose Scheduled.

7. Select your customer.

8. Click the Interval drop-down arrow, enter information based on your preferences.

9. Under Item details, select the products or services and their amounts.

10. Click Save template.
invoice.PNG

 

Also, here's an article you can read on for more information about recurring transactions: Create Templates for Recurring Transactions.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day and stay safe.

Fiat Lux - ASIA
Level 15

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

@GreggP 

Do you need to put a dynamic period in the description like this one?

 

Screen Shot 2020-05-08 at 12.44.47 PM.png

 

You need a 3rd party app to do so. Otherwise, consider switching to another accounting app if the feature is critical to your business.

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