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boogietony
Level 2

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

 
10 Comments 10
LieraMarie_A
QuickBooks Team

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

I appreciate you looking for other resources in adding custom fields in QuickBooks Online, @boogietony.

 

If you're using QuickBooks Online Plus, Advanced, or Essentials, you can add custom fields to your sales forms.

 

Otherwise, there might be a browser issue why you're unable to see the +Custom field link. Let's perform basic troubleshooting steps to identify this behavior. 

 

To start, you can access your QuickBooks Online through a private browser. This is a special mode that doesn't leave browsing history. 

 

Here's how:

  • Press Ctrl + Shift + N (Google Chrome).
  • Press Ctrl + Shift + P (Firefox or Internet Explorer).
  • Press Control + Option + P (Safari).

 

If you can see the +Custom Field link, then let's go back to your regular browser and clear its cache. Browser cache can sometimes cause issues when trying to do certain tasks on QuickBooks. 

 

Also, you can try using a different supported browser. This way, you can check whether this has something to do with your browser.

 

Just in case you'll want to upgrade your subscription, refer to this article: Upgrade your QuickBooks Online subscription.

 

I’m only a post away if you need further assistance. Take care.

boogietony
Level 2

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

Hi, thank you for the suggestions. I tried using an incognito window in Chrome, I also tried the Safari browser, but the + Custom Field link did not show up in either attempt. Any other ideas?

katherinejoyceO
QuickBooks Team

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

Thanks for coming back for more support, @boogietony. Thanks for trying the troubleshooting steps shared by my peer.

 

It could be that the Custom fields feature isn't set up in the Accounts and Settings, which is why it didn't appear on your sales forms. 

 

Let's get this set up first in your account so you can start adding a custom "job description" field to your invoice template. Here's how: 

 

  1. In the Settings menu, select Account and Settings.
  2. Click the Sales tab, then go to the Sales form content section.
  3. Select the pencil icon in that section.
  4. Enter a name into each box under the heading Custom fields, and decide whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
  5. Select Save, and then Done

 

It will now appear on your sales forms, and can start adding up to three additional custom fields to your invoices. Check out this article for additional insights: How to add custom fields to invoices

 

In case you'll want to create and optimize the custom fields in QuickBooks, read through this article and learn more about it: Create, add, and edit custom fields in QuickBooks Online

 

Feel free to message again if you have additional concerns. I'll be looking forward to helping you more.

boogietony
Level 2

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

Hi, I followed your instructions but I don't see a Custom Fields heading in Sales form content section. I am attaching a screenshot of what I see. Any other ideas?

MaryLurleenM
Moderator

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

Thank you for the screenshot, boogietony,

 

It seems that you have the Simple Start subscription. Adding custom fields to your sales forms is only available for QuickBooks Online Plus, Advanced, and Essentials. You might want to consider upgrading to these versions if you want to use the feature.

 

You can refer to this article: Upgrade your QuickBooks Online subscription.

 

I'll be right here if you need further assistance.

boogietony
Level 2

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

I see. If I were to upgrade to one of the version you mentioned, would I also be able to customize the columns I see on the "Invoices" landing page? For example, I work with repeat clients but on different jobs, and so my goal is to add "Job Name/Description" not just to my invoices but it would also be hugely helpful to see these job names in my list of invoices. Not sure I will stick with Quickbooks if this isn't possible.

AlexV
QuickBooks Team

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

Good day, boogietony.

 

I'm here to share more details about adding a custom field and upgrading your account.

 

Yes, you can create a custom field when you upgrade to either QuickBooks Online Plus, Advanced, or Essentials. However, we're unable to add columns to the invoices nor to other sales forms.

 

What's the best thing when you upgrade to QuickBooks Online Plus or Advanced is that you can use the Project feature. This will track the job income, expenses, and profitability which will be a big help for your business. That means, you'll not get only the custom field but more features will be added.

 

Please check these articles for more details:

Please post again if you need anything else. Wishing you all the best!

chris Chris
Level 1

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

I am using the free trial version for the moment but I need to add  more information of my company so I need to add custom fied but I can not see it because of my vesrion . I would like to know where the custm field will appear in case I upgrade my version 

MonicaM3
Moderator

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

 

Happy New Year @chris Chris!

 

Customizing invoices is a great way to share your company’s brand. If you are interested in upgrading your subscription for the ability to customize invoices, the best option would be to create a new company for that version and choose the Free Trial option. That will:

  • Give you 30 days to check out the upgrade at no cost.
  • Allow you to use the same email address if desired.
  • Check out the features and customization options.

Check out this link for more information: Create or add another company

 

 

Let me know if you need any help with the customization of the forms once you get there. I’d be delighted to help. Or, if you have any other questions, I’m here for those too. Come back anytime!

Mtlangan
Level 1

How do I add a custom "job description" field to my invoice template? I watched the video but I don't see the "+ Custom Field" link when trying to edit my form.

I want to add a customer job to the email mailing template out of OUTLOOK. Can you help? 

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