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The PDF is a common document format for various reasons. They are accessible from any device, so you can share them between desktops and phones with different screen resolution and settings. It will look similar no matter you open it on a Mac or an Android smartphone.

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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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.

How do I add a custom field to a customer in QuickBooks?

Go to Settings. Select the Creation custom field. Choose Customer info or Transaction info. Give your custom field a name. Select Text, Number, Date, or Drop-down list from the Type drop-down. Choose where you want your custom field to appear. When you're finished, select Save when.

How many custom fields can you set up for items in QuickBooks?

QuickBooks Desktop Pro and Premier allow up to 5 custom fields for items. QuickBooks Enterprise allows up to 15 custom fields for items.

Can you add more than 3 custom fields in QuickBooks online?

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 a bill in QuickBooks?

Open a bill and right-click on the column header bar on the stub portion of the form. Note the last command on the popup menu. Customize Columns. Following is a graphic showing what appears in QuickBooks when that selection is made.

How do I customize a bill template in QuickBooks?

Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.

How do I customize a form in QuickBooks?

Go to the List menu, and select Templates. From the list of forms in the new “Template” window, double-click on the form you want to customize. You will then be taken to the Basic Customization window as shown in the snapshot below. Click on Manage Templates. Follow steps 1 and 2 above.

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