JasroV
QuickBooks Team
QuickBooks Team
‎August 10, 2019 09:51 AM

Manage suppliers and expenses

Hi there, @Deano2.

 

There isn't an option to add a custom field in the Project Profitability Report. However, you can consider pulling up the Transaction List by Customer Report and add a custom field from there. I'll be glad to guide you on how to achieve this.

 

First, let's edit your current template or create a new style. Here's how:

  1. Go to the Gear icon.
  2. Under Your Company select Custom Form Styles.
  3. Select Invoice from the New style drop-down menu.
  4. Select the Content tab and click the Header.
  5. Click the Custom field link and mark all custom fields.
  6. Click Done. 1.png

To learn more information on customizing sales forms, please refer to this article: Add, Customize, or Remove Logos on Sales Forms.

 

You also have the option to Import Custom Form Styles for Invoices or Estimates.

 

After going through the steps above:

  1. Go to the Reports menu
  2. Type in Transaction List by Customer Report in the search tab.
  3. In the Group by field, select Salesman from the drop-down menu.
  4. Click Run report. 2.png

     

You can always visit our Reports and accounting page to learn more on managing your reports for QuickBooks Online (QBO).

 

Also, visit our Help articles page in case you want to learn some "How do I" steps in QBO.

 

If you have any other concerns @Deano2, feel free to leave a comment below. I'm always here to help. Have a good day and more success in your business!

 

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