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jknwoodland
January 4, 2022
Solved

How do I add a column to my statements that I have on my Invoices?

  • January 4, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Rose-A

Hi, jknwoodland.

 

 

I'd suggest submitting feedback to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.

 

 

In case you need help with utilizing your sales forms template in QuickBooks Desktop, you can go through this article. Also, this will provide you with steps on how to import and export templates: Use and customize form templates.

 

Additionally, you can visit the What's New section on your QuickBooks Desktop, to stay informed with our latest news and updates including product improvements.
 

 

I've got your back if you need more help with QuickBooks. I'd be more than willing to lend you a hand.

1 reply

M
Mark_R
January 4, 2022

Glad to have you here in the Community, @jknwoodland.

 

Adding a column to your statements is easy peasy. I'd be happy to guide you through the steps.

 

  1. Open your QuickBooks Desktop company file.
  2. Go to the Lists menu, then select Templates.
  3. Click the Templates drop-down and choose New, then select Statement.
  4. Select the Additional Customization button.
  5. Go to the Columns tab, then add the column you want to add to your statement that you have on your invoice. You can also reorder the column if you want to.
  6. Click OK twice to save the customization.

 

I'm adding this article for more guidance: Use and customize form templates.

 

You might also want to create a billing statement for your customers. This helps you see the list of workflows and other customer-related transactions.

 

It's nice working with you, @jknwoodland. You can always get back into this post if you have more questions about customizing templates. I'll be around to provide further assistance.

J
jknwoodlandAuthor
January 4, 2022

Yeah, I tried all that and it still didn't transfer over the stock# to my statement from my invoice. If you could forward me any other information that would be great.

Thank you for your help.

Rose-A
Rose-AAnswer
January 5, 2022

Hi, jknwoodland.

 

 

I'd suggest submitting feedback to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.

 

 

In case you need help with utilizing your sales forms template in QuickBooks Desktop, you can go through this article. Also, this will provide you with steps on how to import and export templates: Use and customize form templates.

 

Additionally, you can visit the What's New section on your QuickBooks Desktop, to stay informed with our latest news and updates including product improvements.
 

 

I've got your back if you need more help with QuickBooks. I'd be more than willing to lend you a hand.

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