We would like to print the project name or column on our invoices; how do we do so?

Hi there, @office22, 

I'll share what I know about printing the project name or column on your invoices. 

If you're referring the Project Name as a description on the invoice, you can add and print it. First, let's make sure the Shipping and Custom fields feature on the settings are turned on. Here's how to verify it: 

1. Go to the Gear icon at the top right. 
2. Select Account and Settings. 
3. Choose the Sales tab. 
4. Review the Shipping and Custom fields feature are turned on.
5. If these settings aren't turned on, you can click the pencil icon to turn them on. Then, enter the project name under Name field and check the Internal and Public boxes. You can check out the screenshot below for your reference. 
6. Click Done. 

Once done, you can print the invoice by following the steps below: 

1. Go to the Sales tab from the left menu. 
2. Select Invoices. 
3. Find the invoice in the list of transactions.
4. Select Print or Preview,
5. In the Print preview page, review the details on the invoice and click Print. (Please see the screenshot below to serve as your visual guide.)

For more information with printing an invoice in QuickBooks Online, you can refer to this article: How to email or print an invoice. 

If you're referring the Project Name as an added column on the invoice, it's currently unavailable. I'd suggest sending feedback to our Product Development Team. Let's share with them how you'd like to add a column as a Project Name on the invoice and print it. 

1.    Go to the Gear icon at the top.
2.    Select Feedback.
3.    Enter your comments or product suggestions.
4.    Click Next.
5.    You'll be provided a list of suggested help articles related to your comment. You can read through them or select Skip and send message.
6.    Choose the appropriate category, then click Send message. 

To track your submitted feedback, you can check out the QuickBooks Online Feature Requests forum. 

Don’t hesitate to comment below if you need anything else, I'd be glad to help. Thank you for doing business with QBO, @office22!

I would like to be able to do this on the desktop version. If someone could explain, it would be great. Thanks

Hello lanadag,

I appreciate you for joining the thread regarding adding projects on invoices in QuickBooks Desktop. I'm here to lend a hand.

The Projects feature is a separate option which you can use in the Online versions. For QuickBooks Desktop, you can use job costing to track expenses for a job.

When printing an invoice, you have the option to show the Project/Job on the header part of the transaction. Please also know you have the ability to add a custom column for Projects if necessary.

You can do this by customizing the template within the QuickBooks program. I'm adding the detailed steps down below for your reference:

1. Click the Lists tab at the top menu bar.
2. Select Templates.
3. Double-click the template.
4. Click Additional Customization.
5. Go to the Header tab, and put a check mark beside Project/Job (you can also use Other to add another field).
6. Go to the Columns tab, and use Other to add column for Projects.
7. Click OK twice.
8. Click the Customers tab.
9. Click Create Invoices.
10. Next to Template, choose the invoice template.

I'm linking some articles with additional information on this:

• Track job costs in QuickBooks Desktop.
• Use QuickBooks Desktop custom fields.

Please don't hesitate to come here with all of your needs concerning invoices. The Community is here to ensure your success.

We have Quickbooks Online and we would like to print Sub-Customer or Project info on our custom estimate/invoices; Are there EZ Map fields names that we can use? If so is where can I find them?

Something like <projectaddress>

Thanks for joining this thread, adam54.

You can use the custom field as mentioned by my colleague @ RaymondJayO in this thread. This will help add the sub-account or project on your sales forms. Just make sure to mark the Internal and Public boxes so the field will appear when you print the transaction.

If you want to create a customized template, you may download the EZ Map Fields Catalog here. Then, map the sale form fields by going through this article for more details: Import custom form styles for invoices or estimates.

Stay in touch with me if there's anything else I can help you with. I'm always around whenever you need help.

Hi there, is it possible to lengthen the number of characters in the Project Field Name?

Thanks for joining this thread, @RoseS31

When adding a custom field name the characters should not exceed 30 characters so you can save it. In case you want to lengthen the numbers, I'd suggest sending feedback to our Product Development Team. It's a big help for us to determine the features that need to be added to our product.

Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Click Next.
5. You'll be provided a list of suggested help articles related to your comment. You can read through them or select Skip and send a message.
6. Choose the appropriate category, then click Send a message. 

To ensure that the names will show when you print your transactions make sure to mark the Print on form button.

If you're referring to the project name for your projects. you can enter at least 80 characters to add a name. For other details, you can enter them in the Notes column. You may find this article helpful: Set up and use the Projects feature.

As we assess this opportunity, I encourage visiting our Firm of the Future page to stay current with all our news and product updates.

For more tips in customizing your sales templates together with emailing them, you can always use these links: 

• Learn how to personalize and add specific info to sales forms
• Email estimates, invoices, and sales receipts to customers

I'm only one post away if there's anything else you need. I'll stick around to help you sort everything out in QuickBooks. Have a good one.

I tried what you suggested.   My screen looks totally different after I select shipping. When I click on custom fields it takes me to a different screen and there is no choice for internal or public 

I've got your back in customizing your sales forms in QuickBooks Online (QBO), @Ccrad. This way, you can add specific info that matters most to your business.

Based on your description above, I can tell that you're customizing the look and info on your forms (i.e., invoices) using the new version. With this, your screen will look totally different after selecting the Shipping option from the Sales menu's Sales form content section on the Account and Settings page. Please see the screenshots below for your reference.

Then, after clicking the Custom Fields link, it'll take you to the Custom fields page where you can add customize fields on your sales forms and purchase order. Select the Add field button to do this.

With the new version of invoicing, you can update and personalize your forms as you’re creating them. To learn more about this, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Also, to further guide you in organizing your sales and managing your invoices and income transactions in QBO, I'd recommend checking out this article: Invoices and Payments Help Articles.

Let me know if you have other concerns about customizing sales forms in QBO. Keep me posted in the comments below, and I'll gladly help. Take care always, @Ccrad.