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precisiondigitalstudio
New Member

How do I add an additional field onto my invoice and statement template. I need to add my practice number

It would be best to add it to the right hand side of the invoice above the date

1 Comment 1
GenmarieM
QuickBooks Team

How do I add an additional field onto my invoice and statement template. I need to add my practice number

Let me provide you with details about adding a field to your invoices and statements in QuickBooks Online (QBO), precisiondigitalstudio.

 

In QuickBooks Online (QBO), you can use the Custom fields to add an extra field for your practice number in your invoices. Please note that this custom field will automatically appear above the Service column on your invoice.

 

Follow these steps to add field:

 

  1. Go to the Gear icon, then select Custom fields.
    N1.png
  2. Click Add field and enter the name of your field.
  3. Select Text and number for the Data type.
  4. Choose a category, then put a check mark beside the Invoice.
  5. Toggle on the Print on form, then click Save.n2.png
    n3.png

 

On the other hand, adding a field to your statements is unavailable in QBO. If you would like this feature to be included in QBO,  I suggest you share your feedback with our product development team directly. Submitting feedback helps our engineers identify areas for improvement and prioritize updates that enhance QBO’s functionality to better meet customer needs.

 

You can also check out this article to know more about custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Feel free to post here again if you have more questions.