Account management
I appreciate you for taking my colleague's suggestion to add the custom field to your invoice, Eve2019.
Adding a new column would help your business look more professional and consistent brand image. In step number 5, rather than putting a checkmark, go to the Settings icon to add the custom field for color and size:
- Go to the Settings icon.
- From the Lists, select Custom fields.
- Click on the Add field.
- Add the Name of the field you want to show on the invoice.
- Select the Data type (Text and Number).
- Choose the Category (Transaction).
- Tick the box of the Selected Forms (Invoice).
- Toggle the button to Print on form.
- Click on Save.
10. Once done, create an invoice. You will see their the custom field that you have added.
11. After that, Save the invoice or Review and Send.
To make sure that the changes will sync to your invoice, consider refreshing your QuickBooks Online (QBO) account. After doing the trick, you can click this link on how to customize invoices, estimates and sales receipts in QuickBooks Online (QBO).
On the other hand, you may also export a report in your QBO account.
Furthermore, you may also want to book for our QuickBooks Live Expert Assisted to boost your confidence in navigating your QBO subscription.
Let me know if you need further assistance adding a custom field on your invoice. I'd be glad to give you a hand. Have a good one!
