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SamQree
February 23, 2024
Question

Is it possible to customize the new customer form?

  • February 23, 2024
  • 1 reply
  • 0 views

Hello,

I'm trying to run a report to send to our transfer agent to issue shares to investors.We are currently entering them as customers and attaching a job. Then from that we created an issuance report which we send to the transfer agent. The problem is we still have to add columns and data manually which is time consuming. If that information could be enter at the front end when we enter a new customer that would be so helpful. Is it possible to customize the new customer form or even the new job form?

1 reply

MorganB
MorganB
February 23, 2024

Hi there, SamQree.

 

Thanks for bringing your question forward here in the Community. I'm happy to provide some info about customizing customer forms in your QuickBooks Desktop account.

 

While there are many ways to customize forms in the Desktop platform, including creating custom fields, there isn't currently a way to customize forms for new customers. In this instance, I recommend submitting feedback to the Product Development Team to let them know you'd like to have this ability. This can be done directly through your account by selecting the Help tab in the top menu, then select Send Feedback Online.

 

I'm only a comment or post away if you have any other questions. Take care!

    S
    SamQreeAuthor
    February 26, 2024

    Thank you for the reply. I'm still looking for other options to accomplish what I'm trying to do. I will message the development team to see what they can do.

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