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Replying to:
ReymondO
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Good day, @AJHN.

 

The option to add reference information on the invoice's Customer:Job section is unavailable in QuickBooks. 

 

Right now, you can still utilize the workaround you've been using to add these details. I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

You can also send a request to our product developers so they can review it. Simply follow these steps:
 

  1. Click the Help menu and select Send Feedback Online.
  2. Choose Product Suggestion, then enter the details of your concern.
  3. Select Send Feedback and click Close Window.

 

Moreover, you can check this article for additional resources about using and customizing form styles in QuickBooks Desktop: Use and customize form templates.

 

Keep me posted if you have other questions about customizing sales forms or any other QuickBooks-related concerns. I'm always here to help. Keep safe.

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