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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
AlcaeusF
Moderator

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Hello @kathyg5822,

 

Welcome to the Community. I have some information about QuickBooks Online's capability.

 

Currently, an option to add a column specific for the customer: job information is unavailable. As a workaround, you can utilize the custom fields you can add to sales forms.

 

I suggest adding a Parent/Family field to include the information when printing an invoice. Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select All lists under Lists.
  3. Choose Custom Fields.
  4. Press Add field to enter a new one. 
  5. Enable Print on form.
  6. Choose the necessary form type.
  7. Hit Save

 

Once done, open the invoice and add the details to the custom field. Please follow these steps:

 

  1. Open an existing form or create a new one.
  2. Select the Gear icon at the top of the form (not on the navigation bar). This opens a panel with the Custom fields section.image3.png
    • To create a custom field, select + Add custom field. Fill out the info about the field, then select Save.
    • To edit an existing field, select the pencil icon next to the field. Or, select Manage custom fields. This opens the Custom fields page so you can make edits. When you're done making changes, close the window to return to the form.

 

If you want to run a report, I recommend using the Transaction List by Customer report. You have the ability to filter the data and show the jobs under a parent customer.

 

Here are the steps:

 

  1. Click Reports on the left navigation bar.
  2. Select Transaction List by Customer under Sales and customers.
  3. Press Customize in the upper-right.
  4. Choose the date range.
  5. Make the necessary changes to the filters.
  6. Hit Run report.
  7. Press the Printer icon within the report. 

 

For more information, as well as how to enter custom fields through a customer profile in QuickBooks, check out the following article: Create and edit custom fields in QuickBooks Online Advanced.

 

Drop me a comment below if you need more assistance with customizing invoices. I'll be happy to help you some more.

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