Hello there, Yogi.
Let me share some insights on how Custom Fields work in QuickBooks Online.
When you add a custom field to an invoice, it will already be added to your future transactions. If you want to add this field to your recurring template, you'll want to recreate it. For your existing transactions, you can manually open and edit each invoice to add the custom field info.
Here's how to add a custom field:
- Click the Gear icon and select Custom Fields.
- At the upper-right, click Add field.
- Select and enter the details and then Save.
If you want to add this custom field in your report, you can just open any sales report and use these steps:
- Go to the Reports menu and enter the preferred sales report.
- Click the Customize button at the upper-right.
- Under Rows/Columns, click Change columns.
- Look for the custom field and check to add it.
- Click Run report.
In case you need to further customize your sale forms and reports, you can use the links below:
Know that you can always drop by here if you need any help with your invoices. I will be happy to assist you further. Have a wonderful day!
