Hi there, @FinishingRoom.
Yes, you can add a Job Status field when creating estimates and invoices in QuickBooks Desktop (QBDT). I'm here to guide you on how to do it.
To get started, you add the field through your customer's profile.
- Open QuickBooks.
- Go to the Customers tab, then select Customer Center.
- Double-click any profile on the list to open and edit it.
- Select the Additional Info tab, then Define Fields.
- Name your custom field in the Label column (Job Status).
- In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.
After that, you're now ready to add the custom field to your sales forms.
- Go to the Customers tab, then click on Invoices.
- Select the Formatting tab and then Customize Data Layout. If you are working in a locked template, select Make a Copy.
- In the window, select the tab for the section of the form you want to add your custom field to.
- Find your custom item field on the list. Select the Screen or Print boxes to add it.
- When you're done, select OK.
Once done, you can use the field when adding or changing your job's status.
Aside from using customized fields on your forms, you can also add custom name and item fields to reports. Here's how: Create and use custom fields in QuickBooks Desktop.
For more tips about handling your customer transactions and reports in the future, you can also review the resources from these links:
If you have any other questions about adding fields to your estimates and invoices, let me know by adding a comment below. I'll be right here to provide additional assistance. Have a great weekend!
