Manage columns invoice easily

Aug 6th, 2022
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How to manage columns invoice

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oh thank you for watching this video this video is for QuickBooks desktop QuickBooks desktop so in this video Im gonna talk about how to reorder the columns displayed on invoice template so you have invoice template standard one and you dont like the column to split and you want to reorder it so how to do that in QuickBooks desktop like a QuickBooks desktop pro QuickBooks Pro QuickBooks premier and this video is not for QuickBooks Online in QuickBooks Online at this time there is no way to reorder columns on invoice template not on the invoice but the sales forms you cant do that in QuickBooks Online right now but you can do this in QuickBooks desktop so lets get started Im gonna go to QuickBooks just just stop in here okay though so youre on home page so all you have to do is this is fairly easy actually so its go to list menu on top this menu see and then you select templates so this template is for sales forms alright you will list all those and so just select one in here le

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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. Click the OK button.
Create custom fields Go to Settings ⚙. Select Add custom field. Give your custom field a name. Select the type of data that will go in your custom field: Text and number, Number, Date, or Dropdown list. Select the category the custom field belongs to: Customer, Transaction, or Supplier.
Name and address of the buyer, if it is a business-to-business transaction. Invoice reference number or invoice number. Invoice date and invoice due date. Description of products and services being sold as line items.
Once you have it, heres how to add columns on the invoice template: Go to the Gear icon. Select Account and Settings. Choose the Sales menu. Select the Sales form content. Put a checkmark on the Custom fields section. Click Save, and hit Done.
Add or hide columns in lists Go to the Home page and select the list you want to customize. Right-click anywhere on the list. Select Customize columns to see the list of columns you can show or hide. You should see a checkmark next to a column if its in use. Select the columns you want to add.
Basic invoice format what goes where Your details. Your name and contact details are required. Their details. Identify the person or organisation that youre billing, and include their physical or email address. Invoice number and date. Description of goods or services. What the customer owes. Customer reference. How to pay.
In QuickBooks Online Advanced, you can create custom fields for almost anything: sales reps, customer types, vendor IDs, PO numbers, or info unique to your industry. You can add custom fields to sales forms, purchase orders, expense forms, customer profiles, and vendor profiles.
0:00 1:13 Learn how to Resize Columns in the Layout Designer - YouTube YouTube Start of suggested clip End of suggested clip When the mouse pointer. Changes. Then click and drag either left or right to increase or decreaseMoreWhen the mouse pointer. Changes. Then click and drag either left or right to increase or decrease the size of the columns. Note that you cannot select the far right or far left column borders.
How to structure and format your invoice Include branding in the header. List your contact details and company. Add all relevant dates. Include a breakdown of costs and totals. Set out how you want to be paid. Send your invoice with an accompanying email. Use templates. Keep track of all your invoices in one place.
To edit a custom field: In the Actions column, select Edit. Edit the fields name, select the forms it appears on, and choose whether its visible to customers or vendors. When youre done with your changes, select Save. Any edits you make here apply to all forms that use the field.

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