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Level 1

Expense Invoices custom fields

Why are there no custom fields for my expense invoices? I have them in my purchasing orders (only three custom fields wish there were more) but these do not show and are not available in my expense invoices. Why?

5 Comments
QuickBooks Team

Expense Invoices custom fields

Hi @allopart,

 

I'll answer this query about custom fields for your expense transactions in QuickBooks Online (QBO).

 

The Custom form styles feature in QBO is exclusive for sales transactions. I understand that the ability to customize expense transactions is essential to your business. With that said, we'll take note of this.

 

On a different note, if you want to create custom form styles of your own, check out this article: Import custom form styles for invoices or estimates

 

Do you have other questions about your QBO company? Place them in the comments below, and I'll take care of them for you. 

Level 1

Expense Invoices custom fields

Thanks for your response. I do need these custom fields when I input my expense invoices because there is additional information I need to provide according to my country's accounting laws. What I do not understand is that you do offer these custom fields in the purchase orders but they do not translate to the invoices why?  Please help us making this feature available soon!  

 

 

QuickBooks Team

Expense Invoices custom fields

Let me ease your confusion, Allopart.

 

There are custom fields in Purchase Orders. However, they will not be translated or added to an invoice since the sales transaction has its custom fields as well. 

 

You'll want to enter the details in the Invoice manually.

 

I know the feature is important to your business. I suggest sending feedback directly to our software engineers. They're taking notes of our users' ideas and insights. Here's how:

  1. Click the Gear icon.
  2. Select Feedback

The more request it has, the more likely it'll be added in the next update. 

 

You're always welcome to post in the Community if you have other concerns. We'd be pleased to work with you again.

Level 1

Expense Invoices custom fields

Hi, Thanks for the feedback but your response is a bit confusing. I am talking about provider invoices created out of purcharse orders. These invoices do not have custom fields and this is what I need for my business.

 

The sales invoices do have custom fields, the purchase orders do have custom fields, but the invoices from providers do not have custom fields. 

 

Regards,

Ana

QuickBooks Team

Expense Invoices custom fields

Thanks for getting back to this thread, @allopart.

 

Adding a custom fields to your expense invoices is unavailable in QuickBooks Online (QBO). For now, you can only add customary fields in your sales transactions and purchase orders. 

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.