QuickBooks Setup

If your QuickBooks invoices and estimates have a Ship Date field, you can skip this step.

If not, you need to add this field by following these steps.

Login to QuickBooks Online.

From the left side menu, select Sales, then Invoices.

Click on the gear icon in the upper right corner

In the LISTS column, click on Custom fields.

Click on the Add field button.

The Add custom field form is shown.

Set the name to Ship Date and check All sales forms. Then click the Save button.

The Ship Date field will now appear on all invoices and estimates.

Scroll to Top