Custom Columns on Invoices

Hi there, @FredW2.

You have the option to add a column to your invoice template. From there, manually enter the dates. 

Follow the steps below to add a column:

1. Go to the Lists menu at the top, then select Templates. 
2. Locate and double click the Invoice template you use when creating the invoice. 
3. Tap the Additional Customization... button at the bottom. 
4. In the Columns tab, put a check for Other 1 on the Screen and Print box. 
5. Enter the Title you want to show on the invoice form, for example, Billing for Quarter. 
6. Hit OK.

Once done, create an invoice and make sure to select the template you created. From there, it will show the additional column. 

Refer to this article for the details: Use and customize form templates.

In case you'll encounter issues when customizing templates, see this resource: Fix common issues when you use and customize templates.

Don't hesitate to get back to me if there's anything that I can help you with. Keep safe!

Hey Mary Ann, I have already used the option “Other” that you’re speaking about above. Is there another way to add an additional column if “Other” has already been used? Thanks 

Hey MaryAnn, if I have already used the “Other” option you’re speaking about above, is there a different way to add another column or is that my only option? Thanks Fred

I appreciate you for getting back to us, Fred.

We can use the remaining field and then change the title to Currency. Let me guide you how:

I'll be using the Color field as an example:

1. On the Template page, double-click the form.
2. Click Additional Customization.
3. Go to the Columns section.
4. Tick the boxes on the Color field.
5. Enter Currency as the Title.
6. Click Print Preview to review it.
7. Click OK and then OK.

Also, if you want to let your customers to pay their invoices online, you can check these references;

• Send online invoices in QuickBooks Desktop
• Set up and use Multicurrency

There you have it! I'm just around if there's anything that I can help. Take care!

Hello,

How do I add more columns?  I need 5 more custom columns below the additional Other 1 and Other 2.

In QuickBooks Desktop (QBDT), you can customize your invoices by adding more columns to include additional fields. I'll guide you through the process below, Sbbs.

 Here is how to add custom columns to your invoices in QuickBooks Desktop: 
 

1. Firstly, In your QBDT, go to the menu bar and click on Lists.
2. Then choose Templates.
   
   

    

   

    

    

3. In the Templates list, find the invoice template you want to customize.
4. Right-click on the invoice template and select Edit Template.
   
   

    

   

    

    

5. From the Basic Customization window, click on the Additional Customization button at the bottom.
6. From the Additional Customization window, go to the Columns tab.
   
   

    

    

7. In this section, you will see the existing columns such as Item, Description, Qty, Rate, Amount, and any custom fields like Other 1 and Other 2.
8. To add custom fields in invoice columns, click on the Item section or any section where you would like to add columns, then look for the Custom Fields. 

You can create up to 7 custom fields in QuickBooks Desktop Pro and Premier (and more in Enterprise) To start:
 

1. Enter the names of the custom fields you need, such as Custom Field 1 and Custom Field 2.
2. Check the boxes to make these fields available on Transactions, Customers, Vendors, Employees, or any combination as needed.
   
   

    

   

    

3. Click OK after defining these fields:  

• After defining the custom fields, you should see them listed in the Columns section of the Additional Customization window.
• Check the box next to each custom field to make it appear as a column on your invoice.
• You can also specify whether to print the column (to show it on the customer-facing invoice) and/or show it on the screen.
  
  

Moreover, please take note of the following tips to help you set everything up in order:
 

1. You can use the Position column to arrange them in the order you prefer on the invoice screen and printed forms.
2. Use the up and down arrows or drag and drop to change their positions.
3. Once you have added the necessary custom fields and arranged them as desired, click OK to save your changes in each window until you exit the customization screens.

Lastly, verify all invoices:
 

• Go to create or edit an invoice to verify that the custom columns are showing as expected.
• Ensure the information entered in these custom fields is presented correctly.
  
  

For general data fields, you can create custom fields to capture specific customer, vendor, employee, product, and service details.

When a customer settles an invoice, it is essential to record the payment in QuickBooks. Documenting invoices in QuickBooks helps maintain accurate financial records.

Our team and I are always here to assist with any further questions about integrating columns.  Please reach out whenever you require assistance. 

In QuickBooks Desktop (QBDT), you can customize your invoices by adding more columns to include additional fields. I'll guide you through the process below.

 Here is how to add custom columns to your invoices in QuickBooks Desktop: 
 

1. Firstly, In your QBDT, go to the menu bar and click on Lists.
2. Then choose Templates.
   
   

    

3. In the Templates list, find the invoice template you want to customize.
4. Right-click on the invoice template and select Edit Template.
   
   

    

5. From the Basic Customization window, click on the Additional Customization button at the bottom.
6. From the Additional Customization window, go to the Columns tab.
   
   

    

7. In this section, you will see the existing columns such as Item, Description, Qty, Rate, Amount, and any custom fields like Other 1 and Other 2.
8. To add custom fields in invoice columns, click on the Item section or any section where you would like to add columns, then look for the Custom Fields. 

You can create up to 7 custom fields in QuickBooks Desktop Pro and Premier (and more in Enterprise) To start:
 

1. Enter the names of the custom fields you need, such as Custom Field 1 and Custom Field 2.
2. Check the boxes to make these fields available on Transactions, Customers, Vendors, Employees, or any combination as needed.
   
   
3. Click OK after defining these fields:  

• After defining the custom fields, you should see them listed in the Columns section of the Additional Customization window.
• Check the box next to each custom field to make it appear as a column on your invoice.
• You can also specify whether to print the column (to show it on the customer-facing invoice) and/or show it on the screen.
  
  

Moreover, please take note of the following tips to help you set everything up in order:
 

1. You can use the Position column to arrange them in the order you prefer on the invoice screen and printed forms.
2. Use the up and down arrows or drag and drop to change their positions.
3. Once you have added the necessary custom fields and arranged them as desired, click OK to save your changes in each window until you exit the customization screens.

Lastly, verify all invoices:
 

• Go to create or edit an invoice to verify that the custom columns are showing as expected.
• Ensure the information entered in these custom fields is presented correctly.
  
  

For general data fields, you can create custom fields to capture specific customer, vendor, employee, product, and service details.

When a customer settles an invoice, it is essential to record the payment in QuickBooks. Documenting invoices in QuickBooks helps maintain accurate financial records.

Our team and I are always here to assist with any further questions about integrating columns.  Please reach out whenever you require assistance.