Categorize Columns Invoice For Free

Adjust a column's width Go to the Home page and select the list you want to customize. Drag the separator ( | ) between the column headers to adjust the width.

How to Add Custom Fields on Invoices in QuickBooks Online - YouTube YouTube Start of suggested clip End of suggested clip And we'll ignore this bizarre message that's popping up in the sample. Company we'll go down hereMoreAnd we'll ignore this bizarre message that's popping up in the sample. Company we'll go down here and we have the option for custom fields. And you can see that it's currently turned.

Adding a Column to Customer Information View Click the Customers menu and select Customer Center. Select a specific customer. Under the Transactions tab, click the Run Report drop-down and select View as a Report. Click Customize Report. From the Display tab, search and check PO # in the Search Columns field.

For invoice template, simply follow these steps: Go to the Edit menu and select Preferences. Click Send Forms, then go to the Company Preferences tab. Select the invoice template and click Edit. In the SUBJECT field, add the project name. When you're done, click Save.

Add custom fields as columns to a report Select the gear icon at the top right of the report. Under Change columns, check the box for each custom field you want to add. Select anywhere outside the settings panel to close it. QuickBooks adds the columns to the right side of the report.

Here's how: Click Lists. Select Item List. Select the invoice template. Right click and select Edit Template. ... Click the Additional Customization button. ... Go to the Columns section. Put a check mark in the boxes labeled Other 1 or Other 2. Under the Title column, type the name of the column.

Add custom item fields to a sales forms Create a new sales form, like an Invoice or Sales Receipt. Select the Formatting tab and then Customise Data Layout. If you are working in a locked template, select Make a Copy. In the window, select the tab for the section of the form you want to add your custom field to.