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userbilling1
Level 1

I created a custom template for invoice however it isnt transferring to the"create an invoice screen",only the pdf copy.Anyone know how to make the columns transfer over?

 
3 Comments 3
MariaSoledadG
QuickBooks Team

I created a custom template for invoice however it isnt transferring to the"create an invoice screen",only the pdf copy.Anyone know how to make the columns transfer over?

Adding columns in QuickBooks Online can be done in the Account and Settings section, userbilling1.

 

Creating a custom template for your invoice only allows you to personalize the appearance and layout of your sales forms. If you want to add additional columns to your invoice, you can follow the steps below.

  1. Click the Gear icon.
  2. Select Accounts and settings.
  3. Go to the Sales menu.
  4. Under the Sales form content section, click the pencil icon on the right side.
  5. Go to the Custom fields option, then add those columns on the box. Make sure to place a checkmark.

       6. Click Save and Done.

 

Another way to create your own invoice template is to create it using the Word document. Please read this article for more information: Importing Custom Invoice Templates into QuickBooks Online.

 

To check important details in your business, you can run reports in QuickBooks. You can visit this article for your future reference: Run Reports In QuickBooks Online.

 

Please let me know if you have additional questions about invoices. As always, I'm always right here if you need assistance. Have a nice day.

userbilling1
Level 1

I created a custom template for invoice however it isnt transferring to the"create an invoice screen",only the pdf copy.Anyone know how to make the columns transfer over?

There is not even an option for those custom ones on my page

AlcaeusF
Moderator

I created a custom template for invoice however it isnt transferring to the"create an invoice screen",only the pdf copy.Anyone know how to make the columns transfer over?

Hello @userbilling1,

 

Thank you for posting here in the Community. Allow me to chime in and help you with your invoice concern in QuickBooks Online.

 

The columns that will reflect when creating an invoice will depend on the template that you choose. If there is missing information, I recommend selecting the correct one from the Customize option (see screenshot below).

 

 

In case the columns you're looking for aren't showing up, I recommend re-importing the template. Make sure to select the correct file and map the fields correctly in the system.

 

For additional reference, I've attached a link you can use about uploading invoice templates in QuickBooks: Import custom form styles for invoices or estimates.

 

Please let me know if you need anything else. The Community and I will be here to help you.

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