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userbeyondgarage-fin
Level 1

How to mandate custome fields while invoicing in QB

 
1 Comment 1
MariaSoledadG
QuickBooks Team

How to mandate custome fields while invoicing in QB

Let's make sure you'll be able to set up custom fields in your invoice, userbeyondgarage-fin.

 

You can create your own custom fields in QuickBooks Online (QBO). To do this, I've outlined the steps below: 

  1. Click the Gear ⚙ icon.
  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. Click Save.

Once done, all custom fields created will appear on the list so you can manage them quickly. Here's how: 

  1. Click the Gear icon.
  2. Select Custom form styles.


For more information, go through this article for your guide: How to add custom fields to sales forms and purchase orders. Apart from this, to give you accurate information about your business, you can run reports and customise them. I've included this article for you: Customise Reports In QuickBooks Online.

 

Reach out to us if you need anything else with custom fields or if you're referring to something else. The Community is always here to make sure you'll get covered.