Easily Insert Last Name Field from the Invoice

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How to Insert Last Name Field from the Invoice

5 out of 5

73 votes

Hi Kerry here from my Cloud Bookkeeping. If you subscribe to the essentials or plus plan in QuickBooks Online, you have the option to add three additional fields to your invoices. You could use this for anything from entering a purchase order, to perhaps taking a salesperson. Lets go have a look and see how it works. So we pop up to the gear icon on the top left, accounting settings. We have a look under sales, and well ignore this bizarre message thats popping up in the sample company. Go down here and we have the option for custom fields and you can see that its currently turned on, we can name them whatever we wanted. I think Id suggested that we make one purchase order for the purchase order number and this is something that we would want the client to see, so well see it internally and public. The suggestion above was crew, that might be something that you want to manage but you might not want the client to see, and then maybe salesperson as well

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What is the correct way to insert an if field in the main document?

Go to the Insert tab. Click Insert Field. Under the Field names list, select If. Under Field Codes, enter your conditional statement.

How do I add a last name field to a mail merge?

Add name, address, and other fields in your database through Merge Fields. Go to Mailings Insert Merge Field and select the field you want to add. Continue adding fields until youve added all the information you want on your letter. Choose OK.

How do you write an IF THEN statement in Word?

1:54 5:20 Creating IF Statements in Microsoft Word templates - YouTube YouTube Start of suggested clip End of suggested clip The if statement will result false. Next insert what we want the shipping rate information say ifMoreThe if statement will result false. Next insert what we want the shipping rate information say if the account is in the USA. This is our true text for the if statement.

How do I add a last name field in Excel?

0:00 1:56 Combine First and Last Name Fields in Excel - YouTube YouTube Start of suggested clip End of suggested clip And so there you have the name combined. So to continue down the list what you do is you put yourMoreAnd so there you have the name combined. So to continue down the list what you do is you put your your cursor over the bottom right-hand corner to fill handle. And you double click to fill the line.

How do you insert an IF field?

Go to the Insert tab. Click Insert Field. Under the Field names list, select If. Under Field Codes, enter your conditional statement.

How do you insert an IF THEN ELSE merge field in a document?

Place your cursor where you want the conditional text to go. Go to Mailings Rules IfThen Else. In the Field name list choose the field from your data source that will determine the conditional text.

How do I insert a last name field in Word?

Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names on the left, select DocProperty. Under Field properties, select a property name.

What do you click to insert the fields in the main document?

To insert a field using the Field dialog box: Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon. Click Quick Parts. Select Field. In the list of Field names, select a field. Under Field properties, select any properties or options you want.

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