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This way, they can determine what enhancements and improvements are needed to make our product more effective and convenient for our users.

Create and edit custom fields in QuickBooks Online AdvancedĪdditionally, I recommend sending a feature request directly to our product developers.

Customize invoices, estimates, and sales receipts in QuickBooks Online.

I'm also attaching these articles as your guide:

Locate your form, then tap on Edit under Action.

Go to the Gear icon, then click on Custom Form styles.

While the option is unavailable, you can manually customize their layouts and designs through the Custom Form Styles window. I can see your interest in getting your sales forms to look like the ones in QuickBooks Desktop (QBDT). QBO and QBDT are two different platforms and have unique interfaces with their forms. Let me join the thread and share insights about this feature. Hi, I definitely understand the importance of customizing your QuickBooks Online (QBO) forms to what you had in QuickBooks Desktop (QBDT).

I'd be willing to lend further assistance if you have any other concerns about customizing your invoices. To further assist you in modifying the data in your invoice template, please use this article as a reference guide: Customize invoices, estimates, and sales receipts in QuickBooks Online. To do so, you can manually add the info in the invoice form and then save it. On the other hand, you can also add the info in the Billing address field so it will be displayed under your customer's name and address. If you want the customer to see the info on the form, select Print on form (a maximum of 3 custom fields may have this option turned on for any single form type).įor more info about the steps above, visit this link: Create and edit custom fields in QuickBooks Online Advanced.In the category section, choose Transaction and check the box for Invoice.Next click Add custom field or Add field (if you’ve already created a field).Go to the Settings menu and select Custom fields.To help you achieve this, you can use the Custom Field feature to add your customer's phone number to the form. Where, the latter has more options and is more customizable, while the former has more automation and is easier to navigate. QBO and QuickBooks Desktop (QBDT) are two different programs. I'm here to help you customize your invoice template in QuickBooks Online (QBO), Bassett.