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How to display employee/worker name per line item in an extra column on invoices?
I see discussions about displaying the employee/worker's name, per labor line item, in an extra column on invoices with QBO. I'm using QBD. Is this possible in QBD?
Solved! Go to Solution.
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Employees and payroll
Thanks for posting your concern, @cinderblock.
To display an extra column for the employee/worker name in QBDT, customize the invoice template and add the column. Here's how:
- Go to the List menu and select templates.
- Choose the template you use on the invoice and double-click to open it.
- Click Additional Customization, then tap the Column tab.
- Mark the Other boxes to display on the screen, choose the order of the columns to arrange them in the preferred order, and then label the title (e.g., Employee).
- Click Okay. Go to the Invoice window.
- On the Template drop-down, select the correct template, and you should now be able to see the added column.
I also encourage you to submit a request to our product engineers if you have any additional improvements on the invoice feature to include them in future software updates.
Here's how:
- From the Help menu, select Send feedback online.
- Click Product Suggestion in the Product area, and pick Customer & Sales.
- Enter your request, then the Send Feedback button.
Furthermore, here's a helpful article to guide you in receiving your customer's payment: Record an invoice payment.
I'm always here if you have other questions about invoice concerns. Take care.
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Employees and payroll
It is very unfortunate that this basic feature is completely missing from QBD. When I used Excel for accounting, that was the easiest column to add.
I am not in need of instructions on how to record my hours. That is already working fine. Not sure why you included these instructions that I clearly didn't need.
Please raise this issue internally. I've already highlighting this issue here and other places. I shouldn't need to do it in the Application as well.