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kandywmabry
Level 2

The tutorials show that invoice fields can be customized. I can't find this option in simple start. I don't need the essential version for anything else. Any suggestions?

 
4 Comments
IntuitLily
Moderator

The tutorials show that invoice fields can be customized. I can't find this option in simple start. I don't need the essential version for anything else. Any suggestions?

It's nice to see you again in the Community, @kandywmabry.

 

At this time, creating your custom fields on invoices is only available if you use QuickBooks Online Plus, Advanced, or Essentials. You can refer to this article for more information: How to add custom fields to invoices.

 

As a workaround, you can use the Memo field to add some notes in the transaction. 

 

Please let me know if you have additional concerns. I’m here to provide answers. Take care!

photomomma17
Level 2

The tutorials show that invoice fields can be customized. I can't find this option in simple start. I don't need the essential version for anything else. Any suggestions?

Where is the memo field on invoices in Simple Start? I simply need a place on my invoices to put a job name. I could use a PO area if  that's available instead. Any suggestions? I'm not paying $15 more a month to be able to put a job name. This was an option on QB desktop.

Ryan_M
QuickBooks Team

The tutorials show that invoice fields can be customized. I can't find this option in simple start. I don't need the essential version for anything else. Any suggestions?

Hi @photomomma17,

 

I'll walk you through how you can locate the Memo field on your invoices in QuickBooks Online (QBO).

 

On any open invoice transaction, you only need to scroll down and look for the Message on statement field. Enter any text you wish on this field that can act as your memo. Now, whenever you run reports such as the Invoice List report, any text entered on the Message on statement field will appear under the Memo/Description column of the report.

 

As for POs, this specific feature is unavailable in QBO Simple Start. As for job names, a workaround I can provide is to create sub-customers. Open this article for details on how you can add sub-customers in your company: Add and manage customers in QuickBooks Online. Scroll down to the Add a sub-customer section for the steps.

 

I also suggest you refer to this page for a list of available features for each QBO plan: Plans & Pricing

 

Feel free to post a reply if you have other questions about the QBO product. I'll get back to you. 

photomomma17
Level 2

The tutorials show that invoice fields can be customized. I can't find this option in simple start. I don't need the essential version for anything else. Any suggestions?

Thanks for trying but this doesn't help me at all. If I wanted  the info on the statement, I would have asked that question. I did not, I asked how to put a few simple words on a statement. So in order to do that, I need to make a sub customer - no. I waste more time in this version on QB than it's worth, I hate it daily and hate when I have to use it. It's like the developers have no idea how the desktop version works. It should be called something else because the only similarities they share are the name "Quickbooks". I find it ridiculous that I pay more this online version of quickbooks than I would for the desktop version, yet the desktop version is loaded with options.

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