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ijsamuel
Level 2

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

 
5 Comments 5
RCV
QuickBooks Team
QuickBooks Team

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

Thanks for checking in with us, ijsamuel.

 

The option to add a column in the Table section when customizing the form style is unavailable. However, you can enter the Ref No. or Payment No. in the Description column.

 

To learn more about customizing your sales forms, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online (QBO).

 

You can also add them as a custom field in the Header section of the template. Just click the Header part of the sample form and click the + Custom field link under the Display section. Then, enter the Ref No. and Payment No. in each field.

 

For more details about this one, please refer to this article: How to add custom fields to invoices.

 

You'll want to import your custom form styles from a .docx template into QBO. just follow the steps in this article: Import custom form styles for invoices or estimates.

 

That's it! The Community will always have your back if you need a hand with running reports or any QBO related. I'm glad to help.

ijsamuel
Level 2

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

That can add the fields to a statement, but I want the actual values to be displayed.

JenoP
QuickBooks Team

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

We're unable to create a customized template for customer statements, ijsamuel.

 

If you're referring to a customized invoice, the actual value or data from the custom fields will show up in the reports as long as they're used in the transactions. You just need to customize the report and add these columns. Here's how:

 

  1. Open a transaction-based report.
  2. Click Customize.
  3. Click Rows/Columns.
  4. Check the boxes for the custom fields that you created.
  5. Click Run Report.

Check out the screenshots below for more details. Let me know if you need anything else. 

 

ijsamuel
Level 2

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

 

Let me clarify. Below is a screenshot of the statement (customer). Click Customer, Batch Actions --> Create Statement. I would like to add Ref No. and/or Payment No. to this statement. When I go to customize this form, that is not an option. Also, QB already has Reference Number for Sales Receipts and Invoices. I'm not looking to create my own field, just want the existing field available to add to a statement. See below screenshot.

 

Annotation 2020-02-07 175058.png

MadelynC
Moderator

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

Hi there, @ijsamuel.

 

Currently, adding Ref No. or Payment No. to the customer’s statement is unavailable. I can see how having this option would be helpful for you and your business.

 

Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks.

 

For your future reference, I added this article to learn more about managing your QuickBooks account: Help articles.

 

Should you have additional questions, I’m always ready to help.

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