Skip to main content
D
dogwoodlandscapi
December 4, 2023
Question

Templates QB Desk Top

  • December 4, 2023
  • 1 reply
  • 0 views

Using QB Pro for progressive invoicing and having a customized proposal. On-screen is different from my customized template. The on-screen custom field is on the right not allowing me to fill in my data although the print data field is on the left. Trying to add "Traditional Black" and will only allow "Traditional B". Any ideas?

 

QB Online does have sufficient calculation information columns for progressive invoices so I have to use OB Desktop and then enter into QB Online.

1 reply

A
AnneMariee
December 4, 2023

Hello there,

 

I recognize the importance of customizing your sales forms to show the necessary details. In order to provide the best assistance, I have to gather some information about your concern.

 

May I ask where you tried to add "Traditional Black," but QuickBooks only showed "Traditional B"? Were you trying to add a custom header or column? I would appreciate any more information you can give. You can attach screenshots in your reply, too.

 

Thanks in advance for your cooperation. I'm looking forward to your response. Keep safe!

D
dogwoodlandscapiAuthor
December 6, 2023

QuickBooks Pro only allows 1 "other" data field. It would be helpful to have at least 3. I had to attempt to use Sales Rep, FOB, etc. but ended up changing my "type" to "other and "code" to the FOB space and it worked just fine.

 

Please add 3 data spaces for "other".

J
JuliaMikkaelaQ
December 6, 2023

Thanks for the additional information, dogwood. Let me guide you to add custom fields in your templates.

 

In QuickBooks Desktop, there are two options that you can use to add a field in your sales forms. It could be as a header or as a column.

 

If you want to add it as a header, you can follow the steps below for guidance:

 

  1. Go to the Customer, Vendor, or Employee menus, then select Customer Center, Vendor Center, or Employee Center.
  2. Double-click any profile on the list to open and edit it.
  3. Select the Additional Info tab in the left menu, then click Define Fields.
  4. Enter the custom name in the Label column.
  5. In the Use for: columns, put a checkmark on the box for customer, vendor, or employee profile to add the custom field.
  6. In the Required on: columns, put a checkmark on both the Trans and List boxes. 
  7. Select OK to save the custom field.


On the other hand, if you want to view it in the columns of your sales forms, you can do these steps:

 

  1. Go to the Lists menu, then select Items List.
  2. Select the item you want to edit, then click the Pencil icon.
  3. Click Custom Fields, then select Define Fields.
  4. Enter the custom name in the Label column.
  5. Put a checkmark in the Use column, then put a checkmark on the Required on: columns. 
  6. Select OK.


 

Now, you can add the custom fields to your templates. Here's how:

 

  1. Create or open a sales form.
  2. Click the Formatting tab, then select Customize Data Layout.
  3. If you want to secure a copy of your current template, you can click Basic Customization, then select Manage Templates.
  4. Click Copy, then select OK.
  5. In the Header tab, find the custom field on the list, then select Screen or Print. You can also go to the Column tab to add the custom item field you created. 
  6. Select OK.

 

Refer to the screenshots below as a reference for the header and column:


Furthermore, you can create custom templates for your forms to personalize their looks and filter the information you want to include. 

 

Also, you can fix common issues when you use and customize templates. 

 

Keep me posted if you have other concerns with adding custom fields in QuickBooks Desktop. I'll be here to help you out. Have a nice day!

Terms & ConditionsAccessibility statement