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Douglas2468
Level 3
posted
‎July 23, 2024 04:20 PM
last updated ‎July 23, 2024 4:20 PM

Spreadsheet Sync

I'm trying to solve what appears to be an easy fix when using excel, and I would like to be able to apply it to the spreadsheet sync function.

 

Each month, in the message box on our invoice I would like it to be dynamic, showing the current month and "SERVICE"  (JULY SERVICE)

 

It's an easy formula in excel, and using the spreadsheet sync function, I would think that I could do batch invoicing with my specific invoice numbers and other particulars for the invoice by using the fields in the template.

 

My question: Is there a way to add a field to the template that will allow this input in the "MESSAGE" field of the invoice.

 

Any suggestions would be greatly appreciated, as this is a rather tedious part of the monthly invoicing that our customers want to know what month they are paying for.

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1 Comment 1
RoseJillB
QuickBooks Team
QuickBooks Team
‎July 23, 2024 05:00 PM

Spreadsheet Sync

Hi there, Douglas. I’ve noticed that you posted a similar concern to this forum about customizing invoices in QuickBooks Online. 

 

In that manner, my colleague has already responded to the thread you originally posted with the information you need. If you have not yet been notified of her response, you can go to this link to be routed accordingly: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-how-do-you-add-a-month-v.... 

 

Feel free to reach out to the Community whenever you have any questions or concerns about QuickBooks. I am here to assist you in any way possible.

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