cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Learn about the Paycheck Protection Program application with QuickBooks. Start now.
Level 1

How do i customize an invoice template in Layout Designer?

I created an invoice template in QB for mac and want to use the same template in another company file on mac.  When I import the invoice template, the form is changed, eliminating one of the columns.  When I open the layout designer to add the column back, the 'columns' tab in the Fields menu is missing two of the available columns.  There are 10 available in the original company file I used to create the template, but only 8 available in the company file I imported the template into.  Does anyone know how to add columns to the Layout Designer?

Solved
Best answer 12-10-2018

Best Answers
Highlighted
Level 8

How do i customize an invoice template in Layout Designer?

The only thing that could be missing is a defined field (customs field) in the first company file that does not exist in the second company file.

View solution in original post

3 Comments
Highlighted
Level 8

How do i customize an invoice template in Layout Designer?

The only thing that could be missing is a defined field (customs field) in the first company file that does not exist in the second company file.

View solution in original post

Highlighted
Level 1

How do i customize an invoice template in Layout Designer?

Thank you Raven.  You were absolutely correct.  I added the custom field and the column option appeared.  Now if you could only fix the headache I have from pounding my head against the wall for two weeks trying to figure this out. My Hero.
Highlighted
Level 8

How do i customize an invoice template in Layout Designer?

Yes. This would be a custom field on an item (since it shows up in the table part of the invoice).

Need to get in touch?

Contact us