How can I add a custom column in invoice and sales receipt i need to add Units (Sqft or Cuft or Lft)

custom columns are not an option in QBO

You've come to the right place, @punitha-qb.

In addition to Rustler, you can consider adding a custom field to your invoice and sales receipt. This way, you'll still be able to add the unit (Sqft, Cuft, or Lft) to the invoice. Let's go to your Account and Settings and add a custom field from there. I'd be glad to guide you how.

In your QuickBooks Online (QBO) account:

1. Go to the Gear icon.
2. Select Account and Settings.
3. Choose the Sales menu.
4. Select the Sales form content.
5. Put a checkmark on the Custom fields section. 
6. Click Save, and hit Done. 

Here's an article you can use as reference that can guide you on how to personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I'm also adding this useful article that can help you view and send to your customer their balances: Create and view customer statements.

Please know that you're always welcome to post here anytime you need help. I'm more than happy to work with you. Have a great day and more success in your business!

I think they wanted to add columns in the middle section of the invoice. So they could bill per soft, etc. I have that same question. I'd like to put a units column in the billing section.

You're unable to add columns in the middle section, Heidi454.

You can use the description field, though. It'll help you enter any notes or memos in the invoice.

In addition, you can also customize the sales forms and add some info that matters most to your business. 

We're just around if ever you need our help. Feel free to drop by anytime. 

This doesn't display on my QB account? There is no option for custom fields?

Thanks for chiming in this thread, jcorr951.

You can add your own custom fields on invoices and other sales forms if you are using QuickBooks Online Plus, Advanced, or Essentials.

Here's how can can create a new custom field: 

1. Go to the Gear > Account and Settings.
2. Click Sales on the left panel.
3. Press the Sales form content section to see all options.
4. Enter a Name into each dialogue box beneath the heading Custom fields and select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
5. Hit Save and then Done. These fields will now appear on your sales forms.

Please see this sample screenshot for a visual guide:

I'm also adding this article for more information: How to add custom fields to invoices,

Please feel free to reach out to me if you have other questions. I'm always here to help. Take care!

Thanks very much. The issue was I was on the Simple Start plan, not the Essentials plan.

Is there a way to create custom columns in the service part of an invoice? E.g. Service date, Item, Descriptions, Quantity, Amount.

Would there be a way to create a custom field for this part of the invoice?

Thanks.

Good day, @jcorr951. 

The Custom fields functionality is only available in QuickBooks Essentials, Plus, and Advanced. Additionally, we can only customize the column labels in the middle section.

1. Go to the Gear icon.
2. Choose Custom form styles.
3. Select the template you'd like to edit.
4. Select the Content tab.
5. Choose the second section.
6. Click Edit Labels and Width.
   
7. Click Done.

You can check out our guide on customizing sales forms in QuickBooks Online for more information.

If you decide to upgrade your plan, refer to this article for detailed steps: Upgrade or downgrade your QuickBooks Online subscription.

Feel free to leave a comment below if you need more assistance with managing your QBO subscriptions. I'd be here in the Community to help you achieve your goals. 

Did anyone succeed in adding Unit Column to the estimates and invoices? i can't find a way to do it as i need on my invoices to show quantity and rate per unit..

Thank you for reaching out to us, @sjabbour.

I'll be glad to help you with your invoice concern.

To show the Quantity column

Here's how:

1. Choose the Gear icon.
2. Select Custom Form Styles.
3. Select the template that you're currently using.
4. Press Edit in the ACTION column.
5. Go to the Content tab, then select the Pencil icon in the body of the form.
6. Make sure that you've put a checkmark on the Quantity checkbox.

You can also check how to record payments in QuickBooks Online for more information about invoices.

We're always here in the Community to help if you have other questions related to QuickBooks. Stay safe!

 I also need to add 2 columns to the middle section of my invoice (like you can do in the desktop version). I do not need 2 custom fields, that will not work for what I need. 

For an accounting software that has thousands of users, one would think it would be more user friendly. Very disappointed that the online version is so limited to what you can customize. 

Is there a way to import a template?

We want you to have the best experience using the program and have the option to add columns in your invoices, @lcole_sm.

Currently, this feature and importing template in QuickBooks Online is still unavailable. Discovering new ways to adapt to our customers' needs is how QuickBooks gets even better. Your recommendation helps our Product Development team determine which will be implemented in the next future update. The change is also based on how popular a specific feature request is. 

That being said, I suggest sending feedback directly to our software engineers. We're taking notes of our customers' ideas and insights. To do this, simply add your comment using this link: https://feedback.qbo.intuit.com/forums/591862-quickbooks-invoice-payments-portal/suggestions/3661305....

Additionally, let me attach some articles you can use to manage your invoices in QuickBooks Online:

• Import custom form styles for invoices or estimates
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Thank you for your patience while we work for a fix. Please know that you can always get back to this post if you have any other questions with QuickBooks. I'll be more than happy to help you again.

It would be fantastic if this can get addressed.

I generally love QBO. Two things I would love to be able to do are...

1. Add custom columns into the table area of an invoice. Our industry uses Sqft and $/M (Dollars per thousand) for pricing and billing everything as well as QTY and RATE per piece.

2. Have all documents and communication with only our branding. I would like to send invoices, reminders, and monitor customers viewing activity of the invoices in QBO, which can be all be done. Yet we do not need or want our customers to know what we are using. Perception is reality for people and whether we like it or not as others have stated it makes us look small sending an email with QBO branded all over it.

As we continue to grow we are evaluating our software. We started with Microsoft Dynamics, switched to a custom developed platform, and our looking at what is next. I actually prefer QBO over Dynamics when it comes to the financial side of things because of how clean and easy it is to use. That being said the above two items will have an impact on our decisions.

Hi there, @Color49.

It seems that my colleague, @Archie_B already answered this post.  You can visit the Community webpage for more information. 

You can always get back to the Community if you need further help with QuickBooks and invoices. We're always ready to assist. 

I'm in need of the same thing, which I had in the 2016 version of QB. Seems like a reasonable thing to have a UNITS column in the itemized part of the invoice. UNIT - RATE - QTY. Clients like to know how they're being billed: Unit - hourly. Rate - $50.00. QTY - 80. Seems like a basic thing to have in an invoice. Do I need to upgrade to another plan to have this?

Thanks for joining this thread, ToddShaffer.

I know how important it is for you and other customers to add the Units column on the sales forms. This allows customers to track units of measurements to items. I suggest sending feedback about this feature to our product engineers for inclusion in future enhancements.

Here’s how:

1. Press the Gear icon in the upper right and choose Feedback under Profile.
2. This will open a window where you can enter your suggestions. For example, add a custom column to sales forms.
3. Click Next to submit it.

In the meantime, you can consider using a third-party application. This way, you can enter the unit of measure to invoices or sales receipts.

I invite you to visit the QuickBooks Apps Center to find one. To speed up the process, type a keyword in the Search field or use the Categories option. Then choose the app that best suits your needs the most.

You can bookmark this link for future reference: Self-help articles. It contains topics that will guide you on how to manage invoices and payments.

Drop a comment below if you have other invoice or customer-related concerns. I’ll get back to help and make sure you’re taken care of. Have a great day ahead.

I have been struggling for three hours trying to add one column to a default invoice with Quickbooks Essentials Online version. I also spent 90 minutes on the phone with QB customer support and they struggled to help. They also advised me to upgrade to QB Essentials so that I could add another column. I spent another $399 and still can't add one additional column.  Is it because I have QBO?  At no point during my long, 90 minutes with QB support did this come up. That's why I am questioning it. Nobody has said this is not possible, until I read your comment about additional columns not being an option with QBO.  What?   Thanks

Hello @userbctcsales,

I appreciate you for reaching out to us about adding additional columns to invoices. Allow me to chime in and provide some clarification about the feature you need in QuickBooks Online.

Currently, the ability to add extra columns is unavailable. As a workaround, you can utilize the Description column to include additional details to each line item (see screenshot below).

Adding columns is also possible using the Desktop version. Users can go to the Additional Customization section of the template to include two more columns.

Though, it's a great feature that would benefit most QuickBooks Online users. While we assess this, I recommend sending your feedback directly to our product engineers.

They might consider adding this feature in the future updates. Here's how:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback.
3. Add you feedback.
4. Hit Next to submit. 

Additionally, you can visit this article for additional guidance on how to personalize the format, as well as the data fields in QuickBooks: Customizing Invoices Within QuickBooks Online.

Please know that I'm just a post away if you have any other questions about the invoices or features in the Online version. Take care.

Is this no longer an option in QBO? I do not have the custom fields section under the sales form content. Has it been moved elsewhere? I need a custom field to enter the customers PO or Work order number. 

Absolutely crazy that you can't add a customised column to the middle section of the invoice! I could do this on my old 2008 desktop version. I also can't print directly from QB to my printer as it prints smudged every single time. So for every invoice I have to save to pdf then print directly from adobe. Print from QB - smudged font... print from adobe - perfect. Madness 

This. I was told to upgrade from Enterprise to Quickbooks Online and I would loose no features, but gain them. Well, what a mistake that was. I went from something that works, that I owned out right and didn't have a monthly subscription to something that I now pay $85/month for that lacks a simple CUSTOMIZED COLUMN IN THE MIDDLE OF THE INVOICE.

I run a off road shop building specialty one off trucks, no two are the same. I do not stock inventory. I need to be able to add a column in the middle of my invoice / estimates that says "part #" that will allow me to enter said part number for that line item. BUT I also need that column only visible to me and not print out on the invoices / estimates. 

SOMETHING I WAS ABLE TO DO IN ENTERPRISE!!!!!! 

Now, I basically have to write the part/part number in a notebook to refer back to when needed. 

Quickbooks, you are raping your customers, along with your sales team lying to us to get us to switch to a sub par version of your software. If I would have known this SIMPLE feature was gone, I WOULD HAVE NEVER SWITCHED!! 

IS THIS ONLY AVAIBLE IN THE ENTERPRISE VERSION YOU NOW WANT $1,500/YEAR FOR?!?! 

How has this not been fixed yet?

NO JOKE! THIS IS ABSURD! I LITERALLY CANNOT UNDERSTAND WHY THIS ISN'T A FEATURE. 

GET YOUR CRAP TOGETHER QUICK BOOKS!!! 

Even better, there's now the new, modern invoices in QB Online that have even fewer features! Woo hoo!

You didn't need subtotals on invoices, did you? Well, of course you didn't.