Charies_M
Moderator
Moderator
‎July 05, 2020 06:30 AM

Manage Customers and income

Thanks for coming here today, president-lfm-om.

 

You can use the Custom form style feature and add a Custom field for your donors Parent's ID. I'd be happy to share the instructions below:

 

  1. Go to the Gear icon and choose Custom form styles.
  2. From the New style drop-down. choose a form (Invoice, Estimate, Sales receipt).
    1.PNG
  3. Choose the Content tab and click the first section of the form.
  4. Scroll down and click the +Custom field. Enter Parent's ID.
  5. Hit the Done button.
    2.PNG

For more information about this process, you can visit this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

To test it, you can create a sample invoice for your donor and you will notice the added field for Parent's ID on the transaction. I've attached a screenshot for your visual guide:
3.PNG

 

If I can be of any assistance, please don't hesitate to leave me a comment below. Have a wonderful day ahead.

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