cancel
Showing results for 
Search instead for 
Did you mean: 
president-lfm-om
Level 1

Hi, How can I add an extra field in the DONORS for example parent's ID

 
3 Comments
Charies_M
Moderator

Hi, How can I add an extra field in the DONORS for example parent's ID

Thanks for coming here today, president-lfm-om.

 

You can use the Custom form style feature and add a Custom field for your donors Parent's ID. I'd be happy to share the instructions below:

 

  1. Go to the Gear icon and choose Custom form styles.
  2. From the New style drop-down. choose a form (Invoice, Estimate, Sales receipt).
    1.PNG
  3. Choose the Content tab and click the first section of the form.
  4. Scroll down and click the +Custom field. Enter Parent's ID.
  5. Hit the Done button.
    2.PNG

For more information about this process, you can visit this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

To test it, you can create a sample invoice for your donor and you will notice the added field for Parent's ID on the transaction. I've attached a screenshot for your visual guide:
3.PNG

 

If I can be of any assistance, please don't hesitate to leave me a comment below. Have a wonderful day ahead.

president-lfm-om
Level 1

Hi, How can I add an extra field in the DONORS for example parent's ID

Many thanks for your help!

Charies_M
Moderator

Hi, How can I add an extra field in the DONORS for example parent's ID

You're most welcome, president-lfm-om.

 

I'm glad to know I was able to help. Please don't hesitate to visit us again if you have future queries and I'd be more than happy to help. Wishing you and your business continued success.