Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
gary-corporatesh
May 5, 2021
Question

How can i add columns to an invoice template on simple start?

  • May 5, 2021
  • 12 replies
  • 67 views
No text available

12 replies

Charies_M
Level 9
May 5, 2021

It's nice to have you here, gary-corporatesh.

 

The feature to add columns n the invoice template is only available to higher versions like QuickBooks Online Essentials, Plus, and Advanced. You'll want to upgrade your subscription to enjoy the said feature.

 

Refer to this article for the steps on how to upgrade your subscription: Upgrade or downgrade your QuickBooks Online subscription.

 

Once you have it, here's how to add columns on the invoice template:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose the Sales menu.
  4. Select the Sales form content.
  5. Put a checkmark on the Custom fields section. 
  6. Click Save, and hit Done. 

Here's an article you can use as a reference that can guide you on how to personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm also adding this useful article that can help you view and send to your customer their balances: Create and view customer statements.

 

Be sure to drop me a reply if you have additional questions while managing invoice templates. I'd be more than happy to help. Stay safe and have a good one.

Charies_M
Level 9
May 6, 2021

Hi, gary-corporatesh.


Hope you’re doing great. I wanted to see how everything is going about adding columns you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

sukhmit
November 14, 2021

Hi,

 

I've attempted the solution that you've suggested.

 

There is no option in the Sales form content to toggle custom settings on. Instead, it shows like below

Custom fields
Go to Settings > Lists > Custom Fields to manage your custom fields.

 

When I add a custom field to the invoice in the Custom Fields Settings, it adds the field in the invoice header, and not as a new column in the line item.

 

I am testing Quickbook Online for my business. Your assistance would be highly appreciated. If I can't solve this issue, I might not be able to use Quickbook Online for my business.

 

Thank you.

TirzahC
Level 4
November 14, 2021

The Community is always here to provide information about product features like adding line numbers to your invoices, sukhmit. 

 

At this time, we are only able to customize certain fields in your invoice template, adding a new column is currently unavailable.

 

Moreover, you can send your feedback to our Product Developer team so they can read it and might consider adding it in future updates. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

Let me share these articles with you for additional reference: 

 

 

You have my attention in case you have additional questions about managing your invoices. Keeping you in working order is my top priority.

vpcontroller
vpcontroller
Level 7
November 14, 2021

"How can i add columns to an invoice template on simple start?"

 

Currently, you can't "Add Columns" to a Sales form template on Simple Start or any other plans -  Essentials, Plus, or Advanced. 

That would definitely be a nice feature to have in QBO.

    Best5
    March 18, 2023

    To be able to add columns in QBO is a necessity.  Not having this feature removes the agility and creativity of content creation, resulting in it not being optimal for business operations.    

    Archie_B
    Level 6
    March 22, 2023

    Thank you for following this thread, das17.

     

    Let me share some information about adding columns for invoices in QuickBooks Online.

     

    Currently, the option to add more columns to an invoice is unavailable in QuickBooks Online. However, you can use the custom fields features to add more details to your invoices.

     

    I recognize the significance of having the option to add extra columns to an invoice. You can then send feedback directly to our Product Development team so they may consider including this feature in future updates.

     

    Here's how:

     

    1. Go to the Gear icon at the top.
    2. Select Feedback.
    3. Enter your comments or product suggestions. Then click on Next to submit feedback.

     

    Our Product Development team will receive and review your suggestion along with the other user's requests.

     

    You can also track feature requests through this link: QuickBooks Online Feature Requests.

     

    I've also added this article if you want to learn how to personalize sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    You're always welcome to return to this thread or post in the Community for other invoice-related concerns. I'll be happy to help. Keep safe!

    Championlightingandgrip
    February 27, 2024

    Has quickbooks made any progress to add this option? I’ve been with quickbooks for years but I am considering moving to a different system without this option.

      chriso2
      July 18, 2024

      I agree with this. For our needs, we need the additional column to add LOT numbers associated with the product. This might be too complicated for a product that costs $200+ a month.

      Need QuickBooks guidance?
      Log in to access expert advice and community support instantly.
      Terms & ConditionsAccessibility statement