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July 10, 2020
Question

How do I add a column that shows a deposit payable on my quotes to clients, I want to make it a % or the total.

  • July 10, 2020
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1 reply

July 10, 2020

Hi debbiekidney5,

 

Currently, the option to add new columns such as one for deposit payable is not an option on the quote templates in QuickBooks Online. The current options are Date, Product/Service/Category (Activity), Description, GST, Quantity, Rate, Amount and SKU. If you need to add another field on the invoice, you could look at using custom fields instead:

 

  1. Select the Settings icon (top right), then Custom Form Styles.
  2. Select Edit next to the quote template of your choice, or select New Style > Quote.
  3. Click on the Content tab and select the top third of the invoice to edit.
  4. In the Display section, choose +Custom field. Tick the field, give it a name and select Done.

 

When you create a quote, you will now see the custom field as an option. You will need to manually enter the percentage or amount as needed. While adding new columns is not a feature, I would be more than happy to pass this insight on to the product enhancement team for consideration in a future update. I would also encourage you to submit any improvement ideas using the Settings icon > Feedback - we take all customer feedback on board to improve your experience when using QuickBooks Online.

 

 

-Kass