Adding Custom Fields to QuickBooks Invoice Templates

Step by step adding a field to a QuickBooks Invoice Template.

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Closed Caption:

welcome to the point from navigate and
really learn about adding custom fields
to quickbooks invoices require edition
of the point we learned how to attract
custom data in quickbooks we've learned
the quickbooks is a very flexible tool
in terms of the document formats
available for such purposes as estimates
invoices and statements follow along as
we learn how to use a custom David field
on a quickbooks invoice template first
make sure your company file is open then
select the list menu and choose
templates
this brings up a list of existing
templates to work with for this example
click on your invoice template and then
check the the button here this as
templates and select edit template
this brings up the basic customization
window there are a lot of options here
what we want to do is choose the layout
designer at the bottom of the window so
click on layout design this brings up a
design view somewhat like a print
preview this is where all the existing
fields are for this template go up to
the bot to the to me to the top where it
says add choose data field
this will present a list of the
available data fields for this template
type anything with a check mark
indicates that that field is already
being used on the template we're going
to choose this field here called my
custom field just by double-clicking and
this will bring the field and the label
to the middle of the document template
next drag these fields to the location
where you'd like to include them on the
template
it's that simple please follow the link
at the bottom of the screen to learn
more about quickbooks microsoft office
in general computing help thank you