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How do I add a custom field to an invoice in QuickBooks?

Open an existing sales form or create a new one. Select the Gear icon at the top of the form (not on the navigation bar). In the Custom Fields section, select + Add custom field to add a new field. Select the Edit next to a field name to bring up the Custom fields page to make edits.

Does QuickBooks Online allow you to add custom fields?

To add a custom field to a QuickBooks Online invoice is easy, but keep in mind that QuickBooks Online only allows you three custom fields. Also keep in mind that once you add a custom field, it will also appear as a field on all of your sales forms too.

How do I customize columns in QuickBooks?

Go to Reports. Find and select the report you want to customize. Select Customize. Select Rows/Columns, then Change Columns. Mark the columns you want to appear on your report. Select the square of dots (order) beside each column, then drag and drop it to your desired order.

How many custom fields can you set up for items?

You can create up to 100 custom fields per record. After you create a custom field, it appears for both existing and new records. NOTE: Custom fields can be viewed and edited in your items, customers, purchase orders and Settings > Custom Fields section.

How do I add a customer to QuickBooks desktop?

Go to Sales > Customers. Click New Customer. Fill in the fields in the Customer Information window. Enter additional information on the Other details, Tax info, and Payment and billing tabs, if necessary. Click Save. The customer name appears in the list.

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