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Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

 
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Best answer September 26, 2019

Best Answers
Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

  1. Click Lists.
  2. Select Item List.
  3. Select the invoice template.
  4. Right click and select Edit Template. The Basic Customization window will open.
  5. Click the Additional Customization button. The Additional Customization window will open.
  6. Go to the Columns section.
  7. Put a check mark in the boxes labeled Other 1 or Other 2.
  8. Under the Title column, type the name of the column.
  9. Click the OK button.
  10. Click OK to exit.

I've attached a screenshot for your reference.

Should you have any other questions along the way, feel free to ask us here in the Community.

Kind regards,

IntuitMike

View solution in original post

15 Comments
Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

  1. Click Lists.
  2. Select Item List.
  3. Select the invoice template.
  4. Right click and select Edit Template. The Basic Customization window will open.
  5. Click the Additional Customization button. The Additional Customization window will open.
  6. Go to the Columns section.
  7. Put a check mark in the boxes labeled Other 1 or Other 2.
  8. Under the Title column, type the name of the column.
  9. Click the OK button.
  10. Click OK to exit.

I've attached a screenshot for your reference.

Should you have any other questions along the way, feel free to ask us here in the Community.

Kind regards,

IntuitMike

View solution in original post

Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

Can we add more over " Other 1 " & " Other 2"? Thank u for your kindnees!
Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hello chhinkun!

Thank you for reaching back to us.

Right now, those are the available columns that you can add. I suggest you send feedback to our development team so they are aware of your need for this type of customization. That way, our engineers would be able to take a look at this idea, and consider this for future updates.

Here's how:

1. Click Help at the top.
2. Choose Send Feedback Online from the drop down.

Thank you!
Level 2

How can we add more column on invoice template for Quickbooks Enterprise?

Hi, can you add these additional columns in the Quickbooks online version?
Not applicable

How can we add more column on invoice template for Quickbooks Enterprise?

Hello cbillings,

The option to add columns in the invoice template would be a good improvement to the product. At this time, we only have the option to add custom fields.

You might want to let our product engineers know that you want the option to add columns in the invoice form. I encourage you to send a feedback to our engineers by clicking the Gear icon and selecting Feedback or you can visit the QuickBooks Online Forum:

<a rel="nofollow" target="_blank" href="http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests">http://feedback.qbo...>

Thank you for bringing that to our consideration, lyn. I'll also personally share this on my end. Your valuable suggestion will help us improve the customization look of our sales forms.
Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

how these columns could be adjusted (Other 1, Other 2) to add data (Total, Charge,.....)
Level 3

How can we add more column on invoice template for Quickbooks Enterprise?

IntuitMike neglected to mention that you can have many additional custom fields, not just Other 1 and Other 2...

Open the Item List, edit any Item, and click on the Custom Fields button. Then you may define as many custom fields as your edition of QuickBooks allows. Once you've done that, return to the Invoice and customize it...you will see that the fields you defined in the Item List are now available to add as columns on the form. This gives you multiple blank custom columns.

However, you can also assign data to each/any custom field(s), Item by Item, in the Item List. Then, when you select an Item on a form, the data associated with it will be brought into the custom field (if it is included on the form).

You can also create additional custom fields for header of an Invoice, by defining them in the Customer List.

Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

Wexford, How do I assign/create a word bank in the "Other 1" and "Other 2" columns?  For example, we own a trucking company and I have added a ORIGIN column and a DESTINATION column, it would be helpful to have a drop down menu to choose from to make it quicker to create invoices.  Thank you!
Level 3

How can we add more column on invoice template for Quickbooks Enterprise?

Other1 and Other2 only give you blank columns in which you can enter whatever you want. If you use QuickBooks Enterprise you can define custom fields (from the Item List, for example) which *do* have a dropdown list of choice....but this capability is not available for Other1 and Other2.
Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

I was afraid of that!  I have been working on this for so long.  Thank you for your response.
Level 2

How can we add more column on invoice template for Quickbooks Enterprise?

How to add columns to invoice using online QB 2019 Plus 

Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

is this resolved? 
i am looking for same customisation.

 

Moderator

How can we add more column on invoice template for Quickbooks Enterprise?

Hello there, sohaibnaseem1. I appreciate you for joining here!

 

Let me share some information about adding columns in QuickBooks.

 

Before that, let me confirm if you're using QuickBooks Online? If so, we're unable to include additional columns on the invoice templates. However, we can add more fields where we can enter other important details within the template. Here's how:

 

  1. Go to the Gear icon.
  2. Select Custom form Style under Your Customer.
  3. Locate the template you'll want to edit. Then, select the Content tab.
  4. Click the header part of the form and hit +Custom fields. Make sure to tick all the fields.
  5. Once done, you'll have a space to enter other details.

 

I can see how relevant and important this option for your business to easily organized other details need that need to display on the template. For now, I cannot tell when  this feature will be ready. I would suggest checking our blog website so you'll be updated with the latest features and review if showing the open invoices per location will be included in the next product release.

 

Let me know if you have other questions about QuickBooks. I'm right here to ensure that you'll get the right information. Take care and stay safe always!

Level 1

How can we add more column on invoice template for Quickbooks Enterprise?

@SarahannC 

Thank you for your prompt response. 

Yes i am using Quickbooks online.

I have gone through the blog and custom field option but my main concern is i ned to add weight column in invoices as we need to calculate weight of each product to finalize our invoices. 

at the moment we are doing this manually which is taking lot more time and efforts from our side.

 

So is there any way we can resolve this?

Moderator

How can we add more column on invoice template for Quickbooks Enterprise?

Good day, sohaibnaseem1.

 

Allow me to step in and provide additional information regarding adding a weight column in your invoice template via QuickBooks Online.

 

As referenced by my peer above, adding columns on the invoice template is currently unavailable in QuickBooks Online.

 

As a workaround, you might want to use the Description field for the Weight column. You can edit the label and change the Description name into Weight.

 

Or, you can look for a third-party application that offers this kind of functionality. To get more ideas on how to customise and utilise your templates in QuickBooks Online, you can go through this article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This will give you steps on how to add fields as well as changing the colour scheme.

 

Additionally, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/news/powering-small-business-prosperity-global-village/.

 

You can always get back to me if you have any other concerns. I'll be around to keep helping. Have a good one.