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January 13, 2024
Question

ADDING FIELDS IN QUOTATION AND INVOICES

  • January 13, 2024
  • 1 reply
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1 reply

Clark_B
January 13, 2024

Welcome to the Community, @rhudalu.

 

I'd be glad to guide you in adding fields in your estimate and invoices in QuickBooks Online (QBO).

 

Here's how:

 

  1. Go to Settings, and select Custom fields.
  2. Select Add fieldNote: If this is your first time creating a custom field, select Add custom field.
  3. Enter a name in the Name field.
  4. Select the All Sales forms checkbox. To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  5. Select Save.

 

You can also check this article for more information about adding custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

For future reference, you may check this article to guide you on personalizing and adding specific information to your sales form: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Please feel free to drop a comment below, if you have further concerns about adding fields or other QBO-related concerns. I will answer them in any possible way.