Thanks for the prompt reply, @Luluwawa. Thanks for updating us about your concern about migrating invoices that include the custom fields in QuickBooks. We'll be glad to share additional information to get this sorted out.
We can understand the importance of importing invoices with custom fields in the program. However, it is currently unavailable since there's a mapping that we need to follow when importing custom form styles. In your case, you need to manually add custom fields after importing your invoices. Let us share the steps below.
- Go to the Sales menu and select Invoices.
- Choose the invoice you want to modify by adding a custom field by clicking Edit on the Action column.
- Click the Gear icon in the upper right corner of the invoice page.
- Select the +Add custom field.
- Enter a name in the Name field. Select the All Sales forms or Purchase Order checkbox or both.
- To show the custom field on printed and delivered forms, turn on Print on the form. Otherwise, it only appears in QuickBooks Online. (Optional)
- Then click Save.
Please refer to this article for more details on managing custom fields in QuickBooks: Add custom fields to sales forms and purchase orders in QuickBooks Online.
Additionally, you can utilize a third-party app to help you with your invoices that include custom fields in QuickBooks. You can look here in our QuickBooks Online App Store.
Moreover, we'll be sharing these links for further knowledge in managing invoices and other custom fields in QuickBooks:
Please keep us posted if you need anything else. We'll always be here to assist you. Take care always, and have a good one, @Luluwawa!
