QuickBooks Forms

It's a pleasure to have you here in the Community space, @CMiller716 .Yes, you can add a column for the number of cases ordered by the customer in your QuickBooks Desktop (QBDT) sales forms. I'll provide more details to help you implement this.

You can create a personalized sales forms or edit the default sales order or invoice template to add another column named Cases. This way, you can enter a value into it to indicate the number of cases ordered by your customers. I'll outline the steps to get you going:

1. Access your QuickBooks Desktop company.
2. Go to the List menu and then select Templates.
3. Click the Templates button beside the Open Form button and then select New.
4. Select Invoice or Sales Order and then click the OK button.
5. In the Basic Customization pop-up tab, select the Additional Customization button
6. Click the Columns section beside Header and then tick the boxes below the Screen and Print for Other 1 or Other 2. Rename Other 1 or Other 2 to Cases.
7. Once done, click the OK button.

In case you wish to edit the default templates inside the program, follow these steps:

1. Access your QuickBooks Desktop company.
2. Go to the List menu and then select Templates.
3. Look for the Sales Order or Invoice template and then click on it.
4. Select the Additional Customization button
5. Click the Columns section beside Header and then tick the box below the Screen and Print for Other 1 or Other 2. Rename Other 1 or Other 2 to Cases.
6. Once done, click the OK button.

For more details, please see this handy article: Use and customize form templates.

Additionally, here are some articles to help you manage invoice payments and keep track of transactions inside the company file:

• Record an invoice payment
• Understand Reports

I invite you to reach out again if you need support with sales form templates or transactions in QuickBooks. As always, I'll be here to assist whenever you need it. Take care.