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How can we add more column on invoice template for Quickbooks Enterprise?

Forum|Forum|6 years ago
September 26, 2019
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QuickBooks Online

Best answer by username175133

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

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

U

username175133Answer

Hi chhinkun,

I'm here to help.

You can edit the invoice template to add columns.

Here's how:

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

Can we add more over " Other 1 " & " Other 2"? Thank u for your kindnees!

F

FTech

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

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

How to add columns to invoice using online QB 2019 Plus

K

ks19

I am billing someone for reimbursement of expenses. How do I get the vendor for each reimbursable item to appear on the invoice?

K

ks19

And the date of expense!

Jen_D

Hello there, @ks19,

Are you referring to billable expense transactions? If so, we're currently unable to add or modify a column to add the vendor name once expenses are linked to invoices. As an option, you can use the Description field to indicate which supplier it is from.

Please refer to the screenshot below:

I understand how beneficial it is to have this option available in the program. I am submitting this feedback to our developers who implements product enhancements and features for QuickBooks Online. They are working to deliver the best tools that is essential to every customers.

You can also create a custom field for the vendor name. Here's an article to guide you how: How to add custom fields to invoices?

Please get back to me if you have other questions with QuickBooks. Leave a comment below and I'll be with you as soon as possible. Have a lovely day!

P

Pandabear

I have added columns to my my invoice by defining more fields in the item on my invoice as well as in the customization of my template. I can clearly see that I can add these columns to my invoice but every time I check the box to add them I get an error message and QB crashes. Help please.....

thank you.

G

GlinetteC

Good work in customising your invoice template, Pandabear.

Can you please let me know the wording of the exact error message you're getting? Any additional information will help me determine if we have any reported similar issues with other users.

In the meantime, let's check to see if this was caused by a cache issue. Sometimes, too much cache in your browser can lead to unusual behaviors in QuickBooks. To clear this out, let's do a few basic troubleshooting steps:

Open QuickBooks using a private window for this won't save any data files. Please use these keyboard shortcuts as your reference:
> For Chrome press Ctrl+Shift+N.
> For Firefox, press Ctrl+Shift+P.
> For Safari, hold down Command+Shift+N.
If it works, go back to your main browser and remove your browser's cache. This helps eliminate browsing history.
We also recommend using other supported browsers as an alternative.

For more details, please check out our detailed guide on how to customise invoices and how to import custom form styles in QuickBooks Online: Customise invoices, estimates, and sales receipts in QuickBooks Online.

I'd appreciate it if you'd update me on how the steps work. I want to make sure this is taken care of.