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Level 1

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

 
5 Comments
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Moderator

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!

Highlighted
Level 1

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

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

Highlighted
Moderator

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

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:

 

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

Highlighted
Level 2

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

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>

Highlighted
QuickBooks Team

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

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.


customfield1.PNG

 

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.

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