Happy to guide you on how to add custom fields in QuickBooks, Mayra22.
Adding invoice fields is only accessible in QuickBooks Online Plus and Essentials. To use the custom fields option in your sales forms, you might want to consider upgrading your subscription.
Here's how:
- Go to the Gear icon and select Account and settings.
- Choose the Billing & subscription tab and make sure your payment info is up to date.
- Click Upgrade your plan and pick the appropriate plan.
- Follow the on-screen steps to upgrade your plan.
For more details, see this link: Upgrade or downgrade your QuickBooks Online subscription.
Once upgraded, follow the steps below to turn on and use custom fields:
- Go to the Gear icon and select Custom fields.
- Click Add custom field and name it.
- Check the All Sales forms or Purchase Order checkbox.
- Turn on Print on form if you want to show the custom field on printed and delivered forms.
- Hit Save.
For more information, visit this article: Add custom fields to sales forms and purchase orders in QuickBooks Online.
Moreover, check out these articles below on how to view payment history directly in your product and switch billing in QuickBooks:
If you have any further questions, please respond to this message, and we will be happy to assist you. Keep safe.
