Is there an easy way to add more than 3 custom fields onto an Invoice template?

I'm happy to shed some light on this @chase-lyle-efgll.

Adding more than 3 custom fields is only available in QuickBooks Online (QBO) Advanced. You can have 48 active custom fields: 12 for sales forms, 12 for purchase orders and expense forms, 12 for customer profiles, and 12 for vendor profiles.

If you're using this version, here's how to do it:

1. In QBO, go to the Gear icon at the top right to get to the Custom fields.
2. Tick Create custom field and pick Customer info, Transaction info, or Vendor info.
3. Enter a name, then choose Text, Number, Date, or Drop-down list in the Type dropdown.
4. Place a checkmark on the Show to customer box, then hit Save.

To learn more about the process, please refer to this article: Create, add, and edit custom fields in QuickBooks Online Advanced.

If you're using Essentials or Plus version, you can only add up to 3 custom fields. The ability to add more than that is currently unavailable.

You can read more on that here: How to add custom fields to invoices.

I'm here for any other questions you have, just reply below. Take care!

Thank you Jessica,

What I meant to say was can I add more than 3 custom fields onto an invoice template. Our company had QBO Advanced and the custom fields are all made, I am just running into trouble trying to get the fields all on the form.

Glad you came back on this, @chase-lyle-efgll.

Can you share the steps you are taking to add these additional fields to your form? This will help me understand how we can get you moving forward.

In the meantime, I'll share the steps to add these fields:

1. Go to Settings ⚙. Then select Custom fields.
2. Select Add custom field. If you’ve already created a field, you’ll see Add field instead.
3. Give your custom field a name.
4. Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list. If you select Dropdown list, enter the items in the list.
5. Select the category the custom field belongs to: Customer, Transaction, or Vendor. Customer fields are for customer profiles, and vendor fields are for vendor profiles. You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks).
   
6. Select the forms where you want the custom field to appear. Note: To use custom fields in purchase orders, you need to turn on purchase orders for your company first
7. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on forms. You can show customers or vendors up to three custom fields on each form.
8. When you’re finished, select Save.

I look forward to hearing back from you and getting this worked out.