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shannonq-ot-gmai
Level 1

Can I edit a customised column when creating an invoice? I imported an invoice template but I can't actually input into a custom field.

 
1 Comment 1
ChristieAnn
QuickBooks Team

Can I edit a customised column when creating an invoice? I imported an invoice template but I can't actually input into a custom field.

Hi there, shannonq-ot-gmai.

 

Once a template is imported, we can longer directly edit the customized columns in QuickBooks Online. If you imported the template before you turned on the custom field or did not add the Mapping for the custom field, this will not affect your imported template. You'll have to make sure that when importing template you reserve 1-3 boxes for the custom fields and map them to their respective fields. For additional information, you can click this article: Import custom form styles for invoices or estimates.

 

Please check this article on how you can personalise your sales forms and add extra info about your business brand: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.