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A
Alistair C
June 8, 2023
Question

How to upgrade a trial to confirm that custom fields work

  • June 8, 2023
  • 2 replies
  • 0 views

I'm assisting my client move across from a very old desktop version of QB to QB Online. He runs a dental tech business and he invoices dentists but needs a custom field for the patient. This field needs to show up both on the invoice and the statement. I made contact with your startup support team and they confirmed that this can be done with the next version up. How can we upgrade my client's trial to this version so that we can test that this works before committing to paying for QB Online? 

2 replies

S
SirielJeaB
June 9, 2023

Greetings! It's nice to have you back in the Community forum, Alistair. 

 

It is easy to upgrade a QuickBooks Online trial account. I'd be pleased to demonstrate how:

 

  1. Select the Gear icon at the top of your QBO account, then choose Account and Settings.
  2. Click the Billing & Subscription tab.
  3. In the QuickBooks Online section, hit Upgrade your plan.
  4. Review the available plans and then select Choose plan.
  5. Follow the on-screen steps.

 

Please know that you can only upgrade the plan from version Simple Start to Plus. If you want to upgrade to QuickBooks Online Advanced, you need to contact support.

 

You may use these articles to manage subscriptions in QuickBooks Online moving forward: 

 

 

Please feel free to visit us again if there is anything else you need. Please feel free to comment below or post in the Community again. Take care!

A
Alistair CAuthor
June 12, 2023

Thanks for all of your help.

Just one more question: I've got the custom field showing up on the invoice. 

Your support team told me that it could also be added to the statement. It's important for my client to have the custom field that I've created appear on the statement lines too. Is this possible and if so, please advise how it should be done. 

K
Kevin_C
June 12, 2023

Thanks for getting back into this thread, @Alistair C. I'm here to clarify a few things about how the custom field feature works in QuickBooks Online (QBO).

 

You're correct that you can add some custom fields to show up on your invoices and other sales forms in QBO. However, it is not an option when adding a custom field to your statements.

 

Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Click Next.

 

Additionally, you can visit this article to learn how to create attractive and professional-looking invoices in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online. With this, you can personalise and add specific information that matters most to your business.

 

If you have further questions about custom fields in QBO, just let me know by leaving a comment below. I'm always here to help.

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