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david-identity-p
September 21, 2024
Question

Add Field Option is greyed out in QB Online

  • September 21, 2024
  • 1 reply
  • 0 views
Why is the Add Field Option under the Custom Fields section Greyed (Light Green) out?  I need to add PO to my invoice and all the self help says to start by adding the field here.  I do not have that option it seems.   Please tell me this is not an upgrade feature.

1 reply

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ShangY
September 21, 2024

The reason why the Add Field option is unavailable when attempting to add a PO to your invoice in QuickBooks Online (QBO) is because of certain limitations, David. 
 

For QBO Simple Start, Plus and Essential subscriptions, you can create a minimum of 3 custom fields. Additional information can be found in this link: Set up custom fields. If you want to add more than 3 fields, you'll need to upgrade to Advanced.

If you wish to create personalized and professional looking invoices, estimates, and sales receipts, check out this link. 

If you have any further question about adding custom fields or need assistance with upgrading your plan, please don't hesitate to ask. We are here to help you successfully include a purchase order on your invoice. Have a good one. 

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david-identity-pAuthor
September 21, 2024

Well the problem is I migrated a 1-2 month file last night to QBO, so we are day 1/2 or 1.  I have not made any custom fields yet, so def not hitting the 3. 

I did see on the new price lists were custom fields are only in Advanced.  That seems really crappy to me.  Having a PO on teh invoice is one of the most basic accounting functions, or should we call Simple.   I didn't have any custom fields on my 1-2 month old 2019 QB Desktop for MAc.  Just the basics while I was getting going.

I appreciate the answer and feedback.  Thank you!

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