Learn How to Customize Invoices in QuickBooks Online for Quality Assurance

Customize invoices in quickbooks online for Quality Assurance

hi Carrie here from mycloud bookkeeping I work with small businesses and entrepreneurs to help them manage their business finances in QuickBooks online if you're not sure if you're using the best plan for your business check out my plan comparison below and be sure to watch right to the end for useful tips for your business I recently prepared a video walking through the new invoice format it's it's up there and one of the comments I received was that I didn't explore the custom Fields because I knew they didn't work that was actually not the case I was not aware they were not working but they are now so here's a video to walk through creating custom fields and adding them to your invoice so here we are the sample company when I'm creating an invoice unless I'm already in the sales section I tend to just pop up here and say new invoice this file is opened up into the new invoice format which I'm imagining most of you are seeing right right now and where I'm going to go to is on the right hand side here under manage customizations and where are they down here the custom Fields we're going to manage custom fields we obviously don't have any setup in here yet so I'm going to click add a custom field and the first thing I'm going to add is salesperson if I could spell salesperson and let's just say we're going to put this sales person on all sales forms and print it so so we'll click save so now you can see we have a custom field for salesperson and it's going to show up and show up on the actual print enabled I'll show you what that means in a moment for each of these documents so now we're going to add another one perhaps we want to be able to see who referred this particular customer so we'll put referred by and we're going to pop it onto all sales forms save it but we don't want this to print on any of our documents now I was expecting to be able to determine which of these forms it went on and I'm quite surprised that I can't perhaps when I was testing this earlier I was in a different version of QuickBooks so on some of the versions you do get to select which of these documents it goes on and obviously not in this plan so if you're looking at your version and you can not have it on a refund receipt or an estimate for example then that's great that's an extra option but clearly in here that's not how it works anyway so now let's pop back to our invoice so I'm going to pop to here go new invoice and now we can see we have a field to put a salesperson and referred by the referred by shows up as hidden so that won't show on the invoice however the salesperson will show up when we create an invoice and print it for our customer hopefully that helps you to understand and how to add custom fields to your invoice in the new format if you have any other questions about the new invoice format check out the older video or ask me a question below it's important for your cash flow that you keep on top of the invoices after you've sent them automated reminders can help with that I have a video for setting those up and also check out my cash flow tips there's a download below and hopefully that will help you keep your business on track so be sure to subscribe and going be posting a a lot more videos about the recent changes and some of the features of the advanced plan cheers