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Andres Rodriguez Guapacha
October 16, 2020
Solved

How to add the location to a custom template?

  • October 16, 2020
  • 1 reply
  • 0 views

Hi

As the title implies, I am trying to add the location (sales rep, in my case) to the template used for invoicing, but when I match the fields during the import process, there is no field for location. The closest field I can find is Point of Sale (PDV in french) but it doesn't seem to work.

Best answer by Nick K

Hi Andres Rodriguez Guapacha,

 

Customizing your experience is the corner stone of QuickBooks Online and customizing your invoice template is the key to doing just that. I can help with getting your templates set up.

 

One of the great things about QuickBooks Online is how easy it is to customize or import a template into your account. When importing your new template into your QuickBooks Online account it's important to make sure you match the fields to the correct location. At this time sales rep is not a field that's available to match to at this time. You can instead use the custom field option which you can get to by going to: Gear>Custom form styles>Edit (next to the template you wish to edit)>Content. Once there click the top of the template and you'll see a custom field option that you can use to add sales rep as an option.

 

If you wish to have the ability to add sales rep as an option to match for a imported template you can send feedback to our technicians by following this steps.

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Have a great one!

 

1 reply

LeithG
LeithG
October 16, 2020

Hi Andres

 

This link describes how to add the custom field to the supplier, then add that custom field to the invoice.

Hope this helps!

 

https://snapdesk.app/use-quickbooks-online-custom-fields/

N
Nick KAnswer
October 16, 2020

Hi Andres Rodriguez Guapacha,

 

Customizing your experience is the corner stone of QuickBooks Online and customizing your invoice template is the key to doing just that. I can help with getting your templates set up.

 

One of the great things about QuickBooks Online is how easy it is to customize or import a template into your account. When importing your new template into your QuickBooks Online account it's important to make sure you match the fields to the correct location. At this time sales rep is not a field that's available to match to at this time. You can instead use the custom field option which you can get to by going to: Gear>Custom form styles>Edit (next to the template you wish to edit)>Content. Once there click the top of the template and you'll see a custom field option that you can use to add sales rep as an option.

 

If you wish to have the ability to add sales rep as an option to match for a imported template you can send feedback to our technicians by following this steps.

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Have a great one!

 

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