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rick24
Level 1

Can I add a new column to an invoice in the template ?

 
4 Comments 4
Rustler
Level 15

Can I add a new column to an invoice in the template ?

No, not in QBO

LauraAB
QuickBooks Team

Can I add a new column to an invoice in the template ?

Hello rick24,

 

At QuickBooks, we know standing out in the crowd is important and, customizing your sales forms is one of the ways to do that. Whether it's adding a logo or your own colour scheme, or something like choosing the fields and columns that appear on the form, the program has a number of options available to you.

 

I encourage you to read over the entire Customize your invoices, estimates, and sales receipts in QuickBooks Online article to get a better idea of all the options. I'm happy to go over the columns with you.

 

Through the custom form styles module, it's possible to select the columns you'd like to see on your forms, such as date, description, rate, and amount. You can even rearrange these to put them in the order you'd like. Here's how you'd do it.

 

  1. Select the Gear icon.
  2. Choose Custom form styles.
  3. Click Edit on an existing form or New to create a new one.
  4. Go to the Content tab.
  5. Click the middle section of the preview on the right.
  6. Check or uncheck the columns as needed.
  7. Click Done to save.

There isn't a way to add you own custom columns at this time. If that's what you're looking for, I recommend sharing this as feedback with our product development team using the option in the Gear icon.

 

Let me know if you have additional questions. I'm here to help. :)

Julie003
Level 1

Can I add a new column to an invoice in the template ?

I would also like to be able to add columns to an invoice template, like can be done with QBDT.  Is this feature going to be added to QBOL?

LauraAB
QuickBooks Team

Can I add a new column to an invoice in the template ?

Hi Julie003,

 

Thanks for sharing your interest about being able to add custom columns as well. I know seeing one feature in QuickBooks Desktop and then not having that same option in QuickBooks Online can take some getting used to.

 

I don't have any a timeline I can share about when or if this option will be added to QuickBooks Online, but I still encourage you to submit feedback about this. The feedback feature forwards comments to the product development team, which will alert them that you'd also like to see this feature. Learning from those that use QuickBooks Online from day-to-day is how we grow and enhance the software.

 

Feel free to check out third-party invoicing services in the meantime if you'd like. Ones you can find through QuickBooks Online's Apps tab can connect with the software to keep your data organization simple.

 

Have a great rest of your day.

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