It's Great to catch you here. My pleasure to assist you in adding fields in QuickBooks Online.
Adding custom fields in QuickBooks Online (QBO) allows users to capture extra data for their business that isn't included in the standard fields. These custom fields can be added to various forms like invoices, sales receipts, refund receipts, credit memos, and purchase orders to capture specific information tailored to the user's needs.
To add custom fields in QuickBooks Online (QBO) Plus, you can follow these steps:
By customizing your sales forms in QBO Plus, you can enhance your business communications and tailor the information displayed on invoices to meet your specific needs. To see the result, please see the illustration below:
Additionally, you can use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. Want to know how? See this article for the complete details: Get started with class tracking in QuickBooks Online.
Let me know if there's anything I can do to help you customize your invoices. The Community is here to lend a hand. Stay stress-free.
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