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a2atradingllc-gm
Level 1
posted
‎September 21, 2024 08:21 AM
last updated ‎September 21, 2024 8:21 AM

Hi, How to add"Ship via" while adding "bills"from vendors ?

We are adding "Ship via" in invoices so need to add in bills also so that we can check profitability of each shipping.
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1 Comment 1
SheandL
QuickBooks Team
QuickBooks Team
‎September 21, 2024 10:29 AM

Hi, How to add"Ship via" while adding "bills"from vendors ?

Monitoring shipping profitability is crucial for accurately assessing your business reports, a2atradingllc. Let me provide insights regarding adding the Ship Via functionality to your bills.

 

Currently, this feature is only available for QuickBooks Online Advanced (QBO) users, who can create custom fields for vendor bills. If you're not  subscribed to this plan and would like this option, I recommend upgrading your QBO account.

 

To create one, here's how:

 

  1. Head to the Gear icon, then Custom fields.
  2. Click Add customer field. However, if you have created one, hit Add field.
  3. Create a name for this custom field from the Name field.

  4. Choose the data type from the Data type  dropdown for your custom field: Text and number, Number, Date, or Dropdown list. If you opt for the Dropdown list, please input the items you want to include.

  5. Choose the category for the custom field: Customer, Transaction, Supplier, or Project. Use customer fields for customer profiles and supplier fields for supplier profiles. Transaction fields can be assigned to sales forms such as invoices, estimates, and sales receipts, as well as to purchase forms like purchase orders, bills, expenses, and checks.

  6. Choose the forms where you want  this custom field to appear.

  7. To allow customers or suppliers to view a field from a sales form, please enable the Print on form option. 

  8. Once everything is settled, click Save.

 

You can check out this article for reference: Create and edit custom fields in QuickBooks Online Advanced.

 

Moreover, I understand how valuable this feature can be for your business. Therefore, I recommend submitting a product request to our engineering team. This way, they may consider incorporating this feature in future QBO updates.

 

To send one, here's how:

 

  1. Go to the Gear icon menu at the top, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Additionally, this article can help you understand and customize your business information: Customise reports in QuickBooks Online.

 

The Community space is always open if you have additional concerns regarding customizing bills in QBO. I'll be here to help you.

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