Choosing invoices by the custom field

Hello there, Anya-L! Thanks for reaching out to the Community space.

We want to ensure we have all the details about your issue. May we know the process you performed in choosing the invoices by the custom field? This way, we'll be able to provide you with the appropriate information and course of action to take in resolving your issue.

The Community is looking forward to your response. Have a nice day, ahead!

Hello. This is what I used to do: 

Sales --> Invoices --> Gear Button --> Custom field click --> run invoices by the custom field. It's no longer there though. 

Thank you for offering help. 

A. 

Hi there, @Anya. Since you mentioned that you need to create 100+ invoices in QuickBooks Online, we can do it by using the Batch Transaction. Let me share this insight with you.

QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Save time by sending the same invoice to multiple customers. This feature is available only in the QuickBooks Online Advanced version.

Here's how:

1. Pick + New.
2. Click the Batch transactions.
3. In the Select transaction type dropdown, select Invoices.
4. Choose any of the fields on line 1 to start.
5. Enter info into the fields. These are the same fields you see on a regular form.
6. Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.  
7. Choose line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
8. Enter as many invoices as you need in separate lines.
9. Select Save.

Furthermore, you can also have the option of importing invoices to QuickBooks Online. The import function in QuickBooks Online Advanced allows you to bring in a maximum of 100 invoices at once, with a limit of 1,000 rows per spreadsheet. 

Here's how:

1. Go to Settings ⚙ and select Import data.
2. Choose the Invoices.
3. (Optional) Pick the checkbox to add new customers that don't already exist in QuickBooks.
4. Choose Browse, and then find and select the spreadsheet of your invoices.
5. Select Next.
6. Press OK and Done.

You can also view this page for more insights: Import multiple invoices at once in QuickBooks Online.

You can always leave a comment below if you have other concerns. Have a great time.

What @Anya-L is saying is that, she used to be able to sort by custom field, not anything to do with CREATING or SENDING invoices. 

This feature is no longer available.

After going into Sales -> Invoices, there is an "Action" gear icon on the right side that is used to change what columns you see on the screen. There used to be an option to click a custom field in this "Action" gear menu. That option is no longer there. The only columns available to select are: Invoice Number, Balance, and Due Date when there used to be more. How can we get those other options we used to have back?

Hello there, @AbeMo.

I'd also feel the same way when an option is missing in QuickBooks Online. I'll provide some troubleshooting steps to help you fix this issue and be able to see the custom fields on the invoices page.

Beforehand, have you made a customized field inactive? This might be why you're unable to see them from there. If so, you want to make it active again by going to the Custom Field page and ticking the button for Include inactive. Then, find the added field and click Make Active.

If the issue persists, log into your QBO account on a private browser. This way, we can determine if this is a browser-related issue. Too much historical data can cause discrepancies that can affect the view and performance of your QuickBooks.

You can use either of these keyboard shortcuts to open a private window, depending on your browser:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

If the option appears, you can go back to your original browser and clear its cache to start fresh. You can also use another supported, up-to-date browser to narrow down the results. If the issue persists, we suggest contacting our Customer Care Support team for further assistance.

Once settled, I have an article to help you account for your customer payments: Receive invoice payment.

Let me know how else I can help you by commenting on this thread below. I'm here to help you in any way I can. Keep safe always. 

I tried logging in in an incognito window and it didn't work. I still only have the Invoice Number, Balance, and Due Date options. If it was a browser cache issue, I doubt it would be affecting so many people at the same time. Each person is using a supported and up-to-date browser.

I've attached an image that highlights where the option used to be.

I appreciate you for performing the steps provided by my colleague above to fix the issue, AbeMo.

Currently, we've been receiving reports about sortiing invoices in QBO. Rest assured our product engineers are working on this investigation to determine its cause and formulate a permanent resolution.

 I'd recommend contacting our QuickBooks Online Customer Care Team. They have the tools to verify your account and add you to the list of affected users. Once resolved, they will send you an email for updates.

Here's how to reach them:

1. Click the Help menu in the upper-right-hand corner.
2. Type in "Talk to a human", then press Enter.
3. Select Contact Support Team.
4. Type again Talk to a human and click Contact Support Team.
5. Choose a way to connect with us.

For more details about customizing your sales forms, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you can refer to this article to see details on how the Sales page gives you the summary of your customer's transactions like open and paid invoices: View sales transactions.

Thank you for your patience and understanding while we look into this further. If you have any further concerns, feel free to reach out. Have a great day.

Thank you @LeizylM your advice addresses my issue but it appears that even though I've followed your steps, the Action button on the invoices page still only shows the Balance, Due Date, and Invoice Number. The fields we need to sort by are marked correctly and not inactive, as you can see from the attached image. 

I appreciate your prompt response, AbeMo. I understand how important it is for you to sort your invoices by custom fields accordingly. Allow me to share some insights about this behavior.

I understand the impact caused by this experience when trying to sort your invoices. Please be assured that our engineering team is currently collaborating and prioritizing this matter to determine a resolution as quickly as possible. While the investigation is still ongoing, I suggest contacting our QuickBooks Online (QBO) Support to have your name added to the affected users in the list. From there, you'll automatically receive email notifications of the latest regarding this matter.

To start:

1. Sign in to your QBO account.
2. Go to the Help menu.
3. Click on Contact Us from the Search tab.
4. Enter a short description of your concern.
5. Choose a way to connect with support.

Once fixed, you can accurately select invoices by custom fields.

On the other hand, I'm adding this material for more tips while tracking your invoices in our system: Create invoices in QuickBooks Online.

Moreover, here's how you can record customer payments accordingly: Record invoice payments in QuickBooks Online.

If you have follow-up questions while trying to pull up your invoices by custom fields, let me know by leaving a comment below. I'm just a few clicks away to help you again. Have a good one!