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Replying to:
Candice C
QuickBooks Team

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Good morning, @ken-amitigations

 

Thanks for reaching back out with more questions about adding a project name to invoices. I hope your day is going well so far. 

 

Yes, the custom fields are not automatically added to an invoice template until you manually enter it one time. All you need to do is manually enter the details into the template and then after that it will be on there for the future. 

 

With the reports, you can customize them to show custom fields. All you have to do is tap the Customize button at the top of the report. 

 

I'm only one post away if there's anything else you need. I'll stick around to help you sort everything out in QuickBooks. Have a good one.

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