Let me share some steps on setting up custom fields, Jansen.
Adding custom fields gives you the flexibility to include specific data for more detailed report insights. Here’s how to do it:
For more details on personalized fields, refer to the article: Add custom fields to sales forms and purchase orders in QuickBooks Online.
Additionally, I'm sharing this article if you want to know how to modify your templates: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm here for any questions about your sales forms. The Community is available 24/7 to help. Have a great day.
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