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A
aa7483
February 22, 2021
Question

Adding more info to invoice header

  • February 22, 2021
  • 3 replies
  • 0 views

I need to add more info to the header of my invoice. Id like to add 3 or 4 lines of licensing info as required by my state. I dont see the option to do this. The only thing  close I saw was to add some custom fields but that doesnt work for me.

 

Thanks in advance.

Anthony

3 replies

JenoP
JenoP
February 22, 2021

Hi there, Anthony.

 

Aside from adding customized fields, you can also create your own template using an MS Word file. Then, import it in QuickBooks Online for more customization. I'd be glad to share the steps with you. 

 

First, download the entire QuickBooks Online EZ Map Fields Catalog. If you have a custom design in .docx format (MS Word 2010+) ready, you can map it with EZ Map fields. To start fresh, use our samples.

 

Second, import the file using these steps:

 

  1. Go to Settings ⚙, then Custom Form Styles.
  2. Click the drop-down list for New style, then click Import style. If you don't see this option, go to Settings ⚙,select QuickBooks Labs, and then turn on Import Styles.
  3. Select Invoice. 
  4. Click Upload your .DOCX file field, then find and select your .docx template.
  5. Select Next.
  6. Follow the succeeding steps on how to map the fields.

 

Let me share these articles with you for additional reference: 

 

 

Don't hesitate to reply below if you have follow-up questions. The QuickBooks Team is always here to offer our help. 

 

JenoP
JenoP
February 23, 2021

Hi Anthony,

 

Hope you’re doing great. I wanted to see how everything is going about adding more details to your invoices. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

A
aa7483Author
February 25, 2021

Hi. Yes, thank you for the reply and follow up. I looked at it briefly. It seems kind of intimidating to start an invoice  design from scratch. I'm ok with the standard form styles in qbo. I just need to add about 4 lines of info in my heading under my company info. I dont need to have fields that can be added to. Just the same info on every invoice. Adding custom fields doesnt help bc it sets them next to eachother, not one on top of the other. Can I just take the one of the invoice styles in QBO, bring it into word, add the info and bring it back?

Rubielyn_J
Rubielyn_J
February 25, 2021

It's good to see you back, Anthony.

 

I understand how it is important for you to add more info on your invoice header. However, the option we have is to add custom fields. 

 

Otherwise, you can utilize our EZ Map Fields Catalog suggested by my colleague. For your reference, please follow the steps given above. 

 

Lastly, you may also consider looking for a third-party app to integrate with QuickBooks. You can visit our App center to browse some application that suits your business needs. Otherwise, you can go to the App menu on your QBO account. 

 

For more information, feel free to open this article: Import and design custom form styles.

 

Additionally, I've added a reference to guide you send custom forms in QuickBooks: Email and customize sales form.

 

Let me know if you have a follow-up question. I'll be more than happy to help. Have a nice day ahead. 

R
rhfinance
March 18, 2024

Hello, I am having this same issue. I see that the original post is from 3 years ago and was wondering if this is still the answer or if any added functionality has been created for Invoicing in QuickBooks Desktop.

R
RoseJillB
March 18, 2024

Thank you for joining this thread, @rhfinance. I can help you manage your invoice layout to enter additional columns for particular business details in QuickBooks Desktop (QBDT).

 

The resolution shared by my colleague above is intended for QuickBooks Online (QBO) users. Since you're using a desktop version of the application, a different procedure is available in customizing forms. In your case, we can create a custom template where we can add a particular column using the Layout Designer.

 

Here's how we can start:

 

  1. Go to the Lists menu and select Templates.
  2. Select the form you want to customize. If you want to create a new one, click the Templates button.
  3. From there, click New, and select Invoice. Then, click OK.
  4. Tap the Layout Designer button and start customizing your template.
  5. To add columns or Text Box, click the Add button and choose Text Box.
  6. Type in the information you want to add to the box and click OK.
  7. Arrange the boxes to your invoice header, and tap OK.

     

For more options about customizing forms, you can visit this article for complete guidelines: Use and customize form templates. After that, you can start creating an invoice using this template for your transactions.

 

Let me know if you need additional information about customizing forms or any QuickBooks-related matters. The Community always has your back. Take care!

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