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February 23, 2024
Question

Can i add additional columns on the invoice

  • February 23, 2024
  • 1 reply
  • 0 views
 additional columns with headings

1 reply

February 23, 2024

Hello clara-cjaytea-co,

 

It's a pleasure to see you here.  Welcome!  QuickBooks Online provides the tools you need, to create personalized invoices, estimates, and sales receipts, to enhance your business communications.  I would be glad to assist you with adding specific information to your forms!

 

Please note that the "Standard" default template represents all of your forms. Any changes to this template, will be applied to all your forms.  However, if you need to customize a specific form, you'll need to create a new template first, customize it to your specific needs, then make it the default template to reflect changes.

 

Although there are several customizing options, follow these steps to get started; 

 

1. Open your Settings ⚙ and select Custom form styles

2. Click Edit in the Action column of your 'default' template

3. Select the Content tab

4. Click on the Edit 📝 in the 'table' section of your form

5. Select the checkmarks next to the fields you want to display on your form

Note; You can edit the names of the columns, by clicking on Edit labels and widths

6. When you're ready to save your changes, hit Done.

To learn more about customizing invoices, estimates, and sales receipts in QuickBooks Online, click here.

 

If you have any other questions, please don't hesitate to reach out again.  We would be happy to help!