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Mark_R
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Thank you for posting your concern here in the Community, @yorkshirerose.

 

I'm here to help add custom fields to your invoices in QuickBooks Online (QBO).

 

One of the possible reasons why you don't have the option to add custom fields in your QBO is that you're using the Simple Start version. Please know that the Custom Field feature is only available in the Plus and Essentials versions of QBO.

 

If it's the case, you can consider upgrading your QBO to the Plus or Essentials version to utilize the feature. Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon, then select Account and Settings.
  3. Go to the Billing & Subscription tab.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 

Once done, you now have the option to add custom fields to your invoices. For more guidance, feel free to check out this article: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Come back to this post if you have other concerns or follow-up questions about adding custom fields in QBO. I'll be around to provide further assistance.

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