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December 18, 2023
Question

There are fields showing in my custom form created for invoices but they do not show anywhere in the actual invoice. How do I get tracking & ship date fields to show?

  • December 18, 2023
  • 3 replies
  • 0 views
I have been submitting feedback to QB for a while asking for a solution. We need to be able to include tracking and ship date fields on the invoice, which show in the custom form but do not show in the new layout of the invoice. Is there an option I am missing that transfers these fields to the new layout?

3 replies

BigRedConsulting
December 18, 2023

Intuit removed those fields from the new invoices.  They're pretty sure you don't need them, and that those old invoices had just way too many features.

December 18, 2023

Weird they left the option to include shipping cost as a line item and removed the option to include a tracking number in a field, LOL!

December 18, 2023

Hello there, @TacoBoutPins. We know tracking and ship date fields on the invoice are essential for your business. Let us share insights regarding this. 

 

QuickBooks Online (QBO) recently completed the migration of its customers to a new invoice experience on December 11, 2023. As a user, you may have noticed that the updated invoice experience does not include a tracking and shipping date field. We understand that having shipping details on your invoices can help improve your business processes and customer satisfaction. 

 

We assure you that our product development team is still improving QBO's features and functionality. Since you would like to request the addition of a tracking and shipping date field, we recommend sending your feedback again to our product development team. They carefully review all user feedback and suggestions to determine which features may include in future updates. 

 

As a temporary solution, you can still switch to the Old layout if you have the option to do so.

 

Moreover, consider scanning these articles as your guidance in managing your invoices inside QBO: 

 

 

In customizing your invoices with QBO, visit us anytime for further assistance. We're here 24/7 to assist you. Keep safe.

December 18, 2023

Thank you, I will continue to submit feedback requesting the additional fields, they are very important to businesses.

December 18, 2023

From the new invoice layout that was clearly created by some lickspittle who has never actually worked at/owned a business and used this (or any) platform, you have to click:

Manage (top right)  --> Customize --> Custom Fields Manage  --> Add Field (IF you have any available.  Remember: you only get three! Use them wisely, because what company has more/different needs?!)  Then make sure you click the option to "print on form". Or if you've already added the fields, go to EDIT on said field and make sure the option to "print on form" is checked. Welcome the the Seventh Circle!