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QuickBooksHelp
Intuit

How to add custom fields to sales forms and purchase orders

You can create your own custom fields on invoices, sales receipts, refund receipts and credit notes.

Set up custom fields to appear on sales forms

  1. Select Settings ⚙.
  2. Under Your Company, select Account and settings.
  3. Select Sales tab.
  4. Under the Sales form content section, you will see 3 empty fields under the Custom fields header.  Add the fields you want by titling them appropriately.
  5. If you want the form to appear on printed and delivered forms, select the Public checkbox here.
  6. Select Save.

Set up custom fields to appear on purchase orders

Notes:

  1. Select Settings ⚙.
  2. Under Your Company, select Account and settings.
  3. Select Expenses tab.
  4. Under the Purchase orders section, you will see 3 empty fields under the Custom fields header.  Add the fields you want by titling them appropriately.
  5. Select Save.

Manage custom fields

The custom fields page lists all your custom fields so you can manage them easily. To see it, go to Settings ⚙, then select Custom form styles. For each form, you can see what custom fields have been added.

To edit a custom field:

  1. Select the form you wish to edit and select Edit.
  2. Navigate to Content and click on the top portion of the form.
  3. Scroll to the bottom and select +Custom field to expand the selection.
  4. Select Done.

Note: Any edits you make here apply to all forms that use the field.

To activate or inactivate a field:

  1. Follow the steps above.
  2. Use the checkboxes to make active or inactive on this form.
  3. Make your changes and select Done.

Note: You won't lose any data by making a field inactive. You’ll still see the field on forms you used it on, but it won’t appear on new forms.

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