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chhinkun
September 26, 2019
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How can we add more column on invoice template for Quickbooks Enterprise?

  • September 26, 2019
  • 4 replies
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Best answer by username175133

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

  1. Click Lists.
  2. Select Item List.
  3. Select the invoice template.
  4. Right click and select Edit Template. The Basic Customization window will open.
  5. Click the Additional Customization button. The Additional Customization window will open.
  6. Go to the Columns section.
  7. Put a check mark in the boxes labeled Other 1 or Other 2.
  8. Under the Title column, type the name of the column.
  9. Click the OK button.
  10. Click OK to exit.

I've attached a screenshot for your reference.

Should you have any other questions along the way, feel free to ask us here in the Community.

Kind regards,

IntuitMike

4 replies

U
username175133Answer
September 26, 2019

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

  1. Click Lists.
  2. Select Item List.
  3. Select the invoice template.
  4. Right click and select Edit Template. The Basic Customization window will open.
  5. Click the Additional Customization button. The Additional Customization window will open.
  6. Go to the Columns section.
  7. Put a check mark in the boxes labeled Other 1 or Other 2.
  8. Under the Title column, type the name of the column.
  9. Click the OK button.
  10. Click OK to exit.

I've attached a screenshot for your reference.

Should you have any other questions along the way, feel free to ask us here in the Community.

Kind regards,

IntuitMike

C
chhinkunAuthor
September 26, 2019
Can we add more over " Other 1 " & " Other 2"? Thank u for your kindnees!
F
FTech
September 26, 2019

IntuitMike neglected to mention that you can have many additional custom fields, not just Other 1 and Other 2...

Open the Item List, edit any Item, and click on the Custom Fields button. Then you may define as many custom fields as your edition of QuickBooks allows. Once you've done that, return to the Invoice and customize it...you will see that the fields you defined in the Item List are now available to add as columns on the form. This gives you multiple blank custom columns.

However, you can also assign data to each/any custom field(s), Item by Item, in the Item List. Then, when you select an Item on a form, the data associated with it will be brought into the custom field (if it is included on the form).

You can also create additional custom fields for header of an Invoice, by defining them in the Customer List.

A
acrowe1
September 26, 2019
Wexford, How do I assign/create a word bank in the "Other 1" and "Other 2" columns?  For example, we own a trucking company and I have added a ORIGIN column and a DESTINATION column, it would be helpful to have a drop down menu to choose from to make it quicker to create invoices.  Thank you!
B
briank3
September 26, 2019

How to add columns to invoice using online QB 2019 Plus 

K
KimOtto
January 19, 2021

Hello! 

 

We are working in Quickbooks 2020 Enterprise and already utilize our price lists to automatically discount items during our line drive periods to properly discount items on invoices and sales orders. Is there a way to add a column that shows the amount discounted for our customers to see upon receiving the invoice?

I've tried to read through the solutions below but having a hard time figuring it out. 

Is this possible? Is there a way to show items are discounted without having to write it in a line? I mean obviously, the numbers would be different than the base price, but our accounts don't see that. 

Any extra guidance would be appreciated! 

M
Mark_R
January 19, 2021

I've got your back, @KimOtto.

 

In QuickBooks Desktop (QBDT), you can add another column on your invoice to enter the amount for the discounted items. However, you'll have to input the amount manually. Here's how:

 

  1. Go to the Lists menu, then select Templates.
  2. Open the invoice template you use when creating invoices.
  3. In the Basic Customization window, click the Additional Customization.
  4. Go to the Columns tab, put a checkmark in the Other 1 and enter the title of the column ("Discount column" or "Discounted amount").
  5. Click OK twice to save the customization.

 

Once done, you can now create an invoice and enter the discounted amount of the items selected.

 

I know that you are looking for a way to automatically enter the amount of the discounted items. But as stated by my peers above, the Other columns on the invoice template is just a custom field. Thus, you'll have to manually enter any information you want to be added to the invoice.

 

You might want to check out this article to learn more about customizing form templates in QuickBooks Desktop: Use and customize form templates. Please know that this article is for the US version but this also applies to other regions.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

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