I know a way we can make your custom field visible for newly created invoices in QuickBooks Online (QBO), Graham.
Custom fields are used to let you add additional details about your business or any product-specific information. On the other hand, this is used to easily track and report information that is important for the transaction.
To make it visible on the next invoice you entered, let's make sure to use or apply the same template where you added this commodity code column. Here's how:
- Go to the Sales menu and go to the Invoices tab.
- Loate the transaction you'll need to amend to apply the specific template for this.
- Under the Action column, hit Edit or View/Edit.
- If you're using the old invoice layout, click the Customise option at the bottom and select the correct tempate. For new invoice layout, click on the Manage button and drill down the Design section.
- From there, select the right template where your customised column is available.
If the field is still unavailable after following the steps above, I recommend performing browser troubleshooting steps to eliminate and address unusual behavior in QBO. To start, we can access your company file using a private window. A private window is a helpful tool for troubleshooting browser-related difficulties as it won't preserve any history. The following are the keyboard shortcuts:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
After completing the task, it is recommended to clear your browser's cache or cookies to avoid similar issues in the future. Alternatively, opting for one of the browsers that are supported can also be a wise decision.
In addition, you can visit this resource to guide you in printing multiple sales forms in QuickBooks: Email or print multiple sales forms in QuickBooks Online.
If you have any queries about creating different sales transactions or anything about QuickBooks, please feel free to drop your comments below. I am always here to assist you with just a few clicks away.
