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Rose Bassett
December 9, 2022
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How to customize Invoices to what I had in Desktop

  • December 9, 2022
  • 1 reply
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I am going from Quickbooks Desktop Pro 2017 to QBO Advanced. I find it strange that I can do more customization on Desktop than I can on QBO. I don't want to start using QBO until I can get my Invoices to look similar to what I had or at least until I get it to what I can deal with. So far I am not liking it yet.

 

Attached is the Desktop Version which it has the customer's name, address, and phone number. There isn't a phone number listed on QBO Advanced. There are more custom fields available on Desktop. It is needed for my lawnmower repair shop.

Best answer by DivinaMercy_N

I'm here to help you customize your invoice template in QuickBooks Online (QBO), @Rose Bassett. 

 

QBO and QuickBooks Desktop (QBDT) are two different programs. Where, the latter has more options and is more customizable, while the former has more automation and is easier to navigate.

 

To help you achieve this, you can use the Custom Field feature to add your customer's phone number to the form. Here's how:

 

  1. Go to the Settings menu and select Custom fields.
  2. Next click Add custom field or  Add field (if you’ve already created a field).
  3. Enter the name. Example: Phone #. Then, select the type of data.
  4. In the category section, choose Transaction and check the box for Invoice.
  5. If you want the customer to see the info on the form, select Print on form (a maximum of 3 custom fields may have this option turned on for any single form type).
  6. Once, finished, select Save.

 

For more info about the steps above, visit this link: Create and edit custom fields in QuickBooks Online Advanced.

 

On the other hand, you can also add the info in the Billing address field so it will be displayed under your customer's name and address. To do so, you can manually add the info in the invoice form and then save it. 

 

To further assist you in modifying the data in your invoice template, please use this article as a reference guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'd be willing to lend further assistance if you have any other concerns about customizing your invoices. Please don't hesitate to get back here. Have a good day ahead and keep safe. 

1 reply

DivinaMercy_N
DivinaMercy_NAnswer
December 9, 2022

I'm here to help you customize your invoice template in QuickBooks Online (QBO), @Rose Bassett. 

 

QBO and QuickBooks Desktop (QBDT) are two different programs. Where, the latter has more options and is more customizable, while the former has more automation and is easier to navigate.

 

To help you achieve this, you can use the Custom Field feature to add your customer's phone number to the form. Here's how:

 

  1. Go to the Settings menu and select Custom fields.
  2. Next click Add custom field or  Add field (if you’ve already created a field).
  3. Enter the name. Example: Phone #. Then, select the type of data.
  4. In the category section, choose Transaction and check the box for Invoice.
  5. If you want the customer to see the info on the form, select Print on form (a maximum of 3 custom fields may have this option turned on for any single form type).
  6. Once, finished, select Save.

 

For more info about the steps above, visit this link: Create and edit custom fields in QuickBooks Online Advanced.

 

On the other hand, you can also add the info in the Billing address field so it will be displayed under your customer's name and address. To do so, you can manually add the info in the invoice form and then save it. 

 

To further assist you in modifying the data in your invoice template, please use this article as a reference guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'd be willing to lend further assistance if you have any other concerns about customizing your invoices. Please don't hesitate to get back here. Have a good day ahead and keep safe. 

    R
    Rose BassettAuthor
    December 9, 2022

    Thanks for the quick reply. I can do the phone number in the billing address, as I enter in new invoices. I have to adjust the other custom fields. I had approx. 7 custom fields on my old invoices with the info on the right side of the billing address so it doesn't take any space vertically. What used to be a one-page invoice, with extra room, is now going to be two pages long. I was hoping that there were some other ways to edit the layout.

    K
    KCStone
    March 17, 2023

    We are having the same problem customizing our sales forms to look like the ones we use in QB desktop.  On the whole, the QB Online forms don't work for us, and we're still trying to find a work-around.

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