Welcome to the Community space, @Kmorrisnc.
Yes, you're correct. You can manually update the custom fields once you record payments for your customers. Also, you can create your invoice or estimate template and import it in QuickBooks. This feature enhanced flexibility to your sales forms to highlight your brand.
Please refer to this article for detailed steps: Import custom form styles for invoices or estimates. It also contains the EZ Map Catalog to perfect your custom form and other frequently asked questions about importing form styles in QuickBooks Online.
However, if you're trying to print the mailing labels of your customer, you can pull up the Customer Contact List report and filter it by the customer's name and address. This way, you will have a copy of their information. Here's how:
- Select Reports from the sidebar menu.
- In the Search box, enter the Customer Contact Lists report.
- On the upper right, select Customize and filter the necessary details.
- Click Run report.
- Click the Print option (printer icon).
- Tap the Print button.
For more details on how to quickly create a mailing list using the Customer Contact List report, you can refer to this article: How to create a mailing list using the Contact List report.
Also, if you're interested in exporting this report, you can click the Excel drop-down arrow and select Export to Excel.
I've added this article for your future task about tracking your business financials: Run reports in QuickBooks Online. This includes sub-articles such as customizing and memorizing reports.
Do you have any other questions in mind? Feel free to leave them below and I'll get back to you as soon as I can.
