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Eve2019
May 2, 2025
Question

INVOCIE SETUP

  • May 2, 2025
  • 1 reply
  • 0 views

I'm new to QB Online and accepting payments online as well. I'm trying to create an invoice where I can add a column on the table content section with the title "COLOR."This is for a retail clothing store, so I would like to add the column/label COLOR. So when creating an invoice for the customer, I have the invoice showing: Description, color, size, cost ea, amount. How can I add this column to the invoice?

 I have looked at the  - YOUR COMPANY then CUSTOM FORM STYLES then AND then invoice edit under CONTENT. 

I have also looked at the customer invoice and edited through there, but could not do much.  

Hope this makes sense.  Thanks in advance. 

1 reply

Tori B
Tori B
May 2, 2025

Hey there, @Eve2019.

 

How are you doing today? I hope your day has been great so far.

 

At this time, you cannot add a new column to an invoice. However, you can add a custom field to show color.

 

Let's go to your Account and Settings and add a custom field from there. I'd be glad to guide you how.

 

In your QuickBooks Online (QBO) account:

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose the Sales menu.
  4. Tap on the Sales form content.
  5. Put a checkmark on the Custom fields section.
  6. Click Save, and hit Done.

 

That should do the trick. Here's an article on how to personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you have any questions or concerns about this process. Have a good one!

E
Eve2019Author
May 2, 2025

Hi Tori, thank you for the reply. 

 

I'm stuck on step 5.  Please see attached, these are the options I have on my qbo. thank you

 
 

 

M
Manilyn DC143
May 2, 2025

I appreciate you for taking my colleague's suggestion to add the custom field to your invoice, Eve2019.

Adding a new column would help your business look more professional and consistent brand image. In step number 5, rather than putting a checkmark, go to the Settings icon to add the custom field for color and size: 

 

  1. Go to the Settings icon.
  2. From the Lists, select Custom fields.
  3. Click on the Add field.
  4. Add the Name of the field you want to show on the invoice.
  5. Select the Data type (Text and Number).
  6. Choose the Category (Transaction).
  7. Tick the box of the Selected Forms (Invoice).
  8. Toggle the button to Print on form.
  9. Click on Save.

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     10. Once done, create an invoice. You will see their the custom field that you have added.

 

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  11. After that, Save the invoice or Review and Send.


To make sure that the changes will sync to your invoice, consider refreshing your QuickBooks Online (QBO) account. After doing the trick, you can click this link on how to customize invoices, estimates and sales receipts in QuickBooks Online (QBO).

On the other hand, you may also export a report in your QBO account.

Furthermore, you may also want to book for our QuickBooks Live Expert Assisted to boost your confidence in navigating your QBO subscription.

Let me know if you need further assistance adding a custom field on your invoice. I'd be glad to give you a hand. Have a good one!
 

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