Templates - Add a 2nd page

Thank you for your feedback, Skewed.

The system automatically creates a second page if the purchase order or invoice created has filled the page.

Furthermore, adding an attachment can only be done on the create window.

For more information about template customization, you can check out this article: Use and customize form templates.

If there's anything else you need help with, just let me know.

Thanks but that still doesn't meet my needs.   Our Terms and conditions are about 2/3rds of a page so I do not want to create a huge footer that would be be repeated on every page.  I just want a 2nd page that would be printed every time that includes the terms.

And yes we can add the attachment when creating a PO but from a procedural perspective that is not the best solution.

Thanks for adding clarifications on what you're trying to achieve, Skewed.

It would be nice to have the option to add a second-page template for terms and conditions. I appreciate you for sharing this idea on how we can improve the customization feature of QuickBooks Desktop Enterprise. The same goes for automatically adding attachments.

While we continue making improvements with the product, I want you to be updated with the new features added to the software by following the steps below:

Here's how:

1. Go to the Help icon.
2. Click New Features.
3. Choose either New Feature Tour or What's New.
   
    

Another way to get you in the loop about the latest news and product developments in QuickBooks Desktop is to visit our Firm of the future site. To narrow down your search, you can go to the Product & Industry News tab.

Anything else you need help with can be answered here in the Community. Just let me know and I'd be happy to assist. Have a good one.

Thanks I used the "Send feedback online" to suggest both the 2nd page and default attachment as product improvements.  I would suggest anyone reading this who has same issue request the improvement(s) as well.

thanks-john

Hello ,

Has this issue been solved yet? I do not seem to find a  way to create a second page 

Hello, qconstructionoflee.

I'm happy to share some details about creating a second page for your transaction forms. 

As what my colleague had mentioned before, a second page will be created if the first page is already filled with transaction information. 

If you need some sort of documentation on the purchase orders or other transaction forms, you'll want to manually attach a file when you create them. On the transaction form, click the Attach file button and browse for the document you want to include. 

Alternatively, I would also suggest adding your texts and other disclaimer information using the Long text box on the template. Here's how: 

1. Go to Lists, then select Templates.
2. Open your purchase order template or any transaction form template.
3. Click the Additional Customization button.
4. Go to the Footer tab. 
5. Check the Long text box, then enter your details.
6. Once done, click OK. 

I would also suggest sending feedback to our developers like what my colleague had mentioned. They might consider adding a feature where you can add a second page for documentation, automatic file attachments and the like. 

Click the Help menu, hover on Send Feedback Online, then select Product Suggestions. 

Do you need to pay your bills online and manage them in within QuickBooks? This article will definitely help you out: Pay bills online from QuickBooks Desktop. 

I'd be glad to lend a helping hand again if you have any other concern with your templates or QuickBooks Desktop. Just reply here and I'll get back to you as soon as possible. 

Quickbooks doesn't change anything just milk you every few years. Same issues never get fixed. Complain all you want. It doesn't help.

HI,

I am having the same issue but I also cannot find this "template" view in quickbooks.  The first page of the template does look like it is completed but it does not go to the second page as was suggested in this thread.

Best,

Issyl

Good day, Issyl.

I agree with my colleague that a second page will be created, only if it's already filled with transaction data. 

You may consider sending our developers feedback by clicking the Help menu, choosing on Send Feedback Online, then selecting Product Suggestions. Letting us know what works best for you will show our engineers what they need to consider in future product updates. 

If you want to know more on managing your vendors in QBDT, you can visit our Manage vendors page. We have articles that have detailed information to address your concerns.

Get back to me if there's anything else  can help you with. Keep safe!

I would also like this feature. I have customized the estimate to serve as a Work Order/Intake sheet for our computer repair business and we need a printable page to give to clients at drop off. So far we are giving them a copy of the page as is, but some of the info on there we would rather them not see as it can create confusion. A second page only showing their Contact info (for spell checking and clarification) and machine specifics as well as our header and Work Order number is preferable. 

Thank you for sharing your thoughts, register my desktop software.

That would be a great addition to the current features that we have in customizing your templates. I invite you to provide input to our developers so that this feature can be added to future releases. Rest assured, I'll do the same on my end.

Here's how:

1. Select Send Feedback Online from the Help menu.
2. Click the Product Suggestion from the drop-down menu.
3. Fill out the on-screen instructions in the QuickBooks Feedback window.
4. After that, click Send Feedback.

Our developers might introduce this feature in the future. For now, I suggest checking out our QuickBooks Blog for updates on the program. 

Check out this article: Use and customize form templates to learn what modified templates can be exported and imported to QuickBooks.

Please let me know if you have any other queries concerning templates. I'm always happy to lend a hand in any manner I can. Enjoy the rest of your day!

I also agree with skewlee, this issue has been making me teeter totter for quite some time'. I am honestly surprised why this hasn't been an action of priority, in a respective manner. Mid 23'! 

We really need this feature on invoices.  A long text box is NOT the solution.  It could be as simple as having automatic pdf attachments that are selectable withing each template.   Standard terms and conditions.   Please.

You can also refer to this link so you can track the status of your request and get the latest updates from our development team: QuickBooks Online Customer Feedback. 

Additionally, here's an article that'll help you receive and record invoice payments your customer plans to pay you in the future or in real-time: Record invoice payments in QuickBooks Online. 

I want to ensure that all your concerns are addressed properly. Should you need any more help with managing your invoice template in QuickBooks Online, please don't hesitate to ask for assistance by hitting on the Reply button. Stay safe.

Still nothing! Come on Intuit! Get this simple critical feature added !