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Delboy
February 5, 2022
Question

Hi we are a club. We have members paying subs. How do I create a heading or what ever you call it like you have for `Customer` but for `Member`

  • February 5, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

A
AileneA
February 6, 2022

Hello, Delboy.  

 

Thank you for reaching out to the Community. Changing the heading from Customer to Member when creating transactions is super easy. I can show you how to do it:  

 

  1. Click Gear icon. 
  2. Select Account & Settings and tap Advanced tab. 
  3. Check Customer label section. 
  4. Modify it and tap Save. Then Done. 

 

 

 

Another way is if you want a separate heading, I suggest creating a custom field then labeling it Member. To learn more about it, please see this article: Create and edit custom fields in QuickBooks Online Advanced. 

 

If you have other questions about the QBO product, let me know in the comments below. I'll be sure to take care of them. Stay safe!

P
Peter3605
February 6, 2022

Hi

 

This solution doesn't work in the UK version of QBO. 

 

Any ideas when we will get this and the ability to add custom fields for "customer"? This is a useful feature in Desktop and people will need this when they are forced to move to QBO this year.  

S
SarahannC
February 6, 2022

Let me help you send a product suggestion, @Peter3605.

 

I see how useful this feature is. Also, I appreciate you for trying the steps shared by my colleague above. 

 

There's no exact time when this feature will be added. Though, you can sign to your QuickBooks Online account to share with us your insights about the feature you want to include in the program. Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program.

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion. Then, click Next.

In addition, if you want to add an extra field on sales forms. You can follow the steps below.

 

  1. Open sales transaction.
  2. Go to Settings ⚙, then select Custom fields.
  3. Select Add field.
  4. Enter a name in the Name field.
  5. Select the All Sales forms checkbox.
  6. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks.
  7. Select Save.

 

For more details, you can check this article: How to add custom fields to sales forms.

 

Add another post if you have other concerns with QuickBooks. Also, please know that we always want to hear your suggestions as we continue developing the product as best for your business. Take care and have a good one, Peter3605.

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