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Anonymous
Not applicable

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

 
10 Comments 10
RCV
QuickBooks Team
QuickBooks Team

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

Thanks for checking in with us, ijsamuel.

 

The option to add a column in the Table section when customizing the form style is unavailable. However, you can enter the Ref No. or Payment No. in the Description column.

 

To learn more about customizing your sales forms, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online (QBO).

 

You can also add them as a custom field in the Header section of the template. Just click the Header part of the sample form and click the + Custom field link under the Display section. Then, enter the Ref No. and Payment No. in each field.

 

For more details about this one, please refer to this article: How to add custom fields to invoices.

 

You'll want to import your custom form styles from a .docx template into QBO. just follow the steps in this article: Import custom form styles for invoices or estimates.

 

That's it! The Community will always have your back if you need a hand with running reports or any QBO related. I'm glad to help.

Anonymous
Not applicable

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

That can add the fields to a statement, but I want the actual values to be displayed.

JenoP
Moderator

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

We're unable to create a customized template for customer statements, ijsamuel.

 

If you're referring to a customized invoice, the actual value or data from the custom fields will show up in the reports as long as they're used in the transactions. You just need to customize the report and add these columns. Here's how:

 

  1. Open a transaction-based report.
  2. Click Customize.
  3. Click Rows/Columns.
  4. Check the boxes for the custom fields that you created.
  5. Click Run Report.

Check out the screenshots below for more details. Let me know if you need anything else. 

 

Anonymous
Not applicable

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

 

Let me clarify. Below is a screenshot of the statement (customer). Click Customer, Batch Actions --> Create Statement. I would like to add Ref No. and/or Payment No. to this statement. When I go to customize this form, that is not an option. Also, QB already has Reference Number for Sales Receipts and Invoices. I'm not looking to create my own field, just want the existing field available to add to a statement. See below screenshot.

 

Annotation 2020-02-07 175058.png

MadelynC
Moderator

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

Hi there, @Anonymous.

 

Currently, adding Ref No. or Payment No. to the customer’s statement is unavailable. I can see how having this option would be helpful for you and your business.

 

Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks.

 

For your future reference, I added this article to learn more about managing your QuickBooks account: Help articles.

 

Should you have additional questions, I’m always ready to help.

USCLYPI
Level 1

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

I am also looking for a way to add to the available columns in QB templates – has there been an update since the last post by MadelynC on 2/7/2020?

JoesemM
Moderator

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

Thank you for joining this thread, @USCLYPI.

 

We haven't received any updates from our Product Team about adding Ref No. or columns to the customer’s statement or templates. Rest assured, we'll take note of this and send it again to our Product Engineers so they can provide updates regarding this feature. 

 

If you haven't sent a feedback request, you can follow the steps below. We're always trying to add and improve the app's features for every customer's needs. 

 

Here's how:

 

  1. Click the Gear icon ⚙️ at the top, and then tap Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or choose Skip and send a message.
  4. From the drop-down ▼, pick the appropriate category, and then hit Send a message.

 

You can track your feature requests through our QuickBooks Online Feature Requests website. For more details, please browse through this article: How do I submit feedback?

 

Also, to learn more about customizing and creating a custom report in QuickBooks, see the following articles below:

 

 

Additionally, you can always visit our Help Articles for QuickBooks Online in case you need some tips and related articles for your future tasks.

 

If there's anything else I can do to help, feel free to post here anytime, any day. Thanks again and I hope you have a lovely day, @USCLYPI.

Anonymous
Not applicable

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

I was able to get around this by using reports, exporting to Excel, and then doing page breaks in between customers records. When I print, I get for each customer all the items that were sold, along with the Ref No, and other bits of information. Ideally, Quickbooks Online should support this out of the box so I don't have to export to Excel

HeatherMarie1
Level 3

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

What report allows this??

Is there still no way to make any changes to a statement or the data it displays??

Carneil_C
QuickBooks Team

In the Custom Statement (Custom Form Styles), There is only 7 columns available to add to the report. How do I add more? Like I want to add Ref No, or Payment No.

I appreciate your interest in being able to modify customer statements in QuickBooks Online, @HeatherMarie1.

 

Currently, this is unavailable. We recognize the benefits of having this feature. As we value your suggestions, I recommend sending your feedback to our Product Development Team.

 

Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

Our team is constantly taking suggestions into account while making product updates. The more requests this gets, it is likely to be implemented.

 

On top of that, we can track the progress of our feature request by visiting our Feedback forum page.

 

Moreover, we have various reports that can give your a snapshot of your business. Check out this article for more details: Run reports in QuickBooks Online.

 

Let me know how else I can help you with QuickBooks Online tasks or want to share your best practices using the product. I'll get back to make sure you're taken care of.

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