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.

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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: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Create and edit custom fields in QuickBooks Online Advanced

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

Does the advanced plan include unlimited custom fields?

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

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. 

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.

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.

@GreggP 

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

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