Hi @StephanieHutner,
I appreciate you for sharing screenshots. I'll take care of this query for you.
It appears that you created custom fields for your invoices and estimates. You can customize your All Sales tab such that it includes custom fields.
Here's how:
- Click the small Gear icon, right on top of the Action column.
- Tick the box for the custom field you want.
Another way to go about this is to enter the memo information to the correct field. For both invoices and estimates, you'll have to enter it on the Message on statement field. You can see this at the bottom of the invoice, or an estimate. In addition, any info within the Message on statement field for an estimate is retained when you convert it to an invoice. Open this article to learn how you go through this process: Convert an estimate into an invoice in QuickBooks Online.
Take a look at this article as well: Set up and send progress invoices in QuickBooks Online. It has the steps that allow you to split a single estimate into any number of invoices you need.
I'm just around in case you need further assistance. Drop a comment below if you do, and I'll be sure to get back to you.
