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Level 4

Custom field and drop down list availability in QBO Plus

Hi All,

 

In QuickBooks Online, user can add a custom text field on the Invoice form to mention other/important information which can't be done on already/by default available fields on the form.

 

  1. Please guide if the said facility is available on other forms (like employee's form) too or is only available in Invoice Form?
  2. Can user create the drop down list in the Custom field? Or only text/custom field is available in certain form of QBO?

 

Regards,

Abdul Rehman.

Solved
Best answer October 24, 2019

Best Answers
QuickBooks Team

Custom field and drop down list availability in QBO Plus

Hi,  Abdul Rehman.

 

Sales forms like Invoice, Estimate and Sales receipt are the only forms that you’ll be able to modify. Also, you can enter your desired title on the custom field. Though, creating a drop down list is not possible.

Currently, you’ll be able to add up to three custom fields on the form. If there are still information you’d like to include, you might want to enter them on the Message on invoice field.

Learn more on how to personalize your form through this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

Thanks for visiting the Community. Have a great day!

View solution in original post

8 Comments
QuickBooks Team

Custom field and drop down list availability in QBO Plus

Hi,  Abdul Rehman.

 

Sales forms like Invoice, Estimate and Sales receipt are the only forms that you’ll be able to modify. Also, you can enter your desired title on the custom field. Though, creating a drop down list is not possible.

Currently, you’ll be able to add up to three custom fields on the form. If there are still information you’d like to include, you might want to enter them on the Message on invoice field.

Learn more on how to personalize your form through this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

Thanks for visiting the Community. Have a great day!

View solution in original post

Level 4

Custom field and drop down list availability in QBO Plus

Thanks MikiD for your reply. 

Level 2

Custom field and drop down list availability in QBO Plus

Is it on your developers list to add the drop down list capability? This would only make sense for things like sales reps. If you do not have a standard drop down one spelling error would exclude that sale from any reports you are doing. 

QuickBooks Team

Custom field and drop down list availability in QBO Plus

Greetings, @LakeLinker.

 

We're constantly working to improve the app and add new functionality to help meet every business need. You can find out more about updates and new features by viewing our Blog (https://intuit.me/2L2zqTv). 

 

Also, for tips and tricks on getting the most out of your software, be sure to check out the articles on our Community page.

 

We appreciate you taking the time to share your thoughts with us.

Level 4

Custom field and drop down list availability in QBO Plus

Thanks ImjuViel for your input.

Level 1

Custom field and drop down list availability in QBO Plus

Hi Miki,

 

If adding a dropdown feature for custom lists can be achieved it would be really a great thing.

It's really useful when recording sales made in the QBO that belongs to each staff member. 

I type the salespersons' names in the custom field and it could be much efficient if any dropdown feature presents.

 

best wishes,

Hashan.

Level 1

Custom field and drop down list availability in QBO Plus

I agree, I have several clients asking for this feature, it's such a pain to type in the whole name, we've tried initials too, but a drop-down  list would make this so much more useful and efficient.

Level 1

Custom field and drop down list availability in QBO Plus

True, I did submit feedback for this concern and I am not even sure if they received.