cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
9130349909395606
Level 1

Does anyone know if you can change the form styles for the invoice template? I need more info on the invoice template than it currently allows me, how do I add fields?

 
1 Comment 1
ChristineJoieR
QuickBooks Team

Does anyone know if you can change the form styles for the invoice template? I need more info on the invoice template than it currently allows me, how do I add fields?

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:

 

  1. Click on the Gear icon at the top right and select Account and Settings.
  2. Enter a name for the field you want to add, and click the pencil icon to edit the All Sales Forms.
  3. Press the Save button to add the custom fields to all your sales forms, including invoices, estimates, and sales receipts.

a2.png

 

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:

a4.png

 

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.