Other questions

You have a great idea for a new new program feature, @Organizer.

Allow me to share additional information on how the ability to customize the field on the invoice template works in QuickBooks Desktop.

With QuickBooks, you have the ability to customize your forms depends on your business needs and how you set up the invoice template. You can customize the templates to control how they look and what information is included. You can also specify what you see when you fill out the form onscreen, and what shows on the form when you print it.

When creating an invoice, I understand that you want the information to flow directly or automatically to the custom fields that you've added. Currently, you have two ways to add your customer in the invoice. You can manually enter it on the invoice or you can include it on the Bill To/Ship To information.

Here's how:

1. Click to Customer.
2. Go to Customer Center.
3. Double-click on the customer's name.
4. Select Address Info.
5. Go to Address Details Section.
6. Manually add your customers contact information on the Invoice/Bill To box. 
7. Click Ok.  

On the other hand, only for those default such as Bill To/Ship To, Date, Invoice #, Contract #, B-Day and Spouse Name will automatically populate. For the other added information such Terms, Due Date, Rep, Ship Date, FOB, Ship Via and choosing alternate Customer Contact needs to be manually selected or added into the invoice.

I can see how it would be beneficial this specific feature to you. I'll make sure to pass along your request to the Product Development Team for future considerations.

You can also send your suggestions, feedback and product requests for improvement  can directly send it to us.

Here's how:

1. Go to Gear icon.
2. Choose Feedback.
3. Type in comments or suggestions.
4. Select Next.
5. Click Skip.
6. Hit Send Message.

If you need further help with the steps above, I'd recommend reaching out to our Customer Care Team. A specialist will be able to further assist you via secured remote access session.

Here’s how you can reach them:

1. Click this link https://help.quickbooks.intuit.com/en_US/contact.
2. Choose the QuickBooks Product.
3. Select your QuickBooks Desktop version.
4. On the Contact Us page, select a topic.
5. Click on Get Phone Number button to see the support number.

Feel free to click the Reply button if you have other  questions about managing your invoice's custom fields. I'm always here to help.