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July 4, 2022
Question

Hi , Can I add another heading in the invoice fields instead of Qty , Hours , or if I was to upgrade to time tracker could I incorporate that in to a invoice

  • July 4, 2022
  • 1 reply
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1 reply

LieraMarie_A
July 4, 2022

Hi there, @colin29.

 

Thank you for reaching out to us. It's my pleasure to assist you today. 

 

Do you need to add a new column to the invoice table? Currently, we can only add custom fields in the Header section of the invoice form. However, if you want to change QTY to Hours instead, you can accomplish it by editing the label.

 

Here's how:

 

  1. Go to the Gear icon, then Custom Form Styles.
  2. Click New Style and choose Invoice.
  3. Enter a name in the Name field.
  4. Select the Content tab and then click the middle section of the form.
  5. Click Edit Labels and Widths.
  6. Edit the QTY field to Hours/Hrs.
  7. Hit Done.

 

If you use QuickBooks Time and start approving billable entries, ensure to choose the template when invoicing it. This way, you'll have the correct label for hours when printing or emailing it to your client.

 

Here's how:

 

  1. Click +New and then Invoice.
  2. Choose the customer's name. This opens the Add to invoice window.
  3. Click Add on the billable time you want to charge to your customer.
  4. Select the Customize button and pick the template you created.
  5. Choose Save and close.

 

This is what it'll look like when printing it:

 

 

Furthermore, you have the option to set up custom fields in QuickBooks Time. It allows you to track extra details on timesheets, then assign them to jobs/customers.

 

Please let me know how these steps help you achieve your goal or if you're referring to something else. I'm determined to ensure to provide the assistance you need. Have a wonderful day!

May 23, 2023

When we invoice we need to include as a custom field a specific Customer Account number issued by our invoice finance company and a specific Job Number reference from ourselves.

It seems we can only add these fields to the header, but we need them to appear in every line item. We may have 10 different jobs to go on an invoice, having just 1 Job No in the header means we will have to raise 10 different invoices, its not really viable.

When will we be able to do this in Online Quickbooks, like we can in desktop

May 23, 2023

Hello Daveyj1, that is correct custom fields only show on the header. If you wanted to attach to each line item, you could use classes however that would only show in QuickBooks for reporting purposes it would not show on the sent invoice. The alternative would be to use the description box.