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Rose-A
Rose-A
July 12, 2020

A warm welcome to the Community, Stephane Couronne.

 

I can help and share some insights regarding adding custom fields to the customer's database in QuickBooks Online.

 

For now, you can use the Other field to enter other customer's information since adding custom fields is currently unavailable in QuickBooks Online.

 

 

Or, you can use the Notes tab area to enter other customer's personal information. This will be shown on your customer's profile once saved.

 

 

I'm sharing with you the following write-ups below. This will provide you more information about merging as well as steps on how to designate inactive customers in QuickBooks Online:

 

Manage your customer list

Edit customer information

 

You can always get back to me if you need more help. I'd be more than willing to lend you a hand.

S
Stephane CouronneAuthor
July 13, 2020

Thank you for your reply.

 

I actually have 11 custom fields to add to my customers, and unfortunately, the Other & Notes fields won't be sufficient to meet my requirements.

 

I've seen on another thread that this this feature is available on Quickbooks Online, please see below link:

https://quickbooks.intuit.com/learn-support/en-us/sales-orders/create-add-and-edit-custom-fields-in-quickbooks-online-advanced/00/278422

 

Furthermore, the customers database will have to be imported from an Excel sheet, and the custom fields should be available for mapping during the import.

 

I rest assured that a solution can be brought forward to meet my requirements, so that i can continue my subscription with my current QuickBooks Plus subscription.

 

Best regards

Stephane Couronne

C
Charies_M
July 13, 2020

Thanks for coming back to us, Stephane Couronne.

 

Yes you got it right. For now, the create custom fields feature is only available in QuickBooks Online Advance. In order to obtain this feature, you may consider upgrading to QuickBooks Online Advanced. For details on how to do this, you can visit this link.

 

Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Billing & Subscription menu.
  3. In the QuickBooks Online section, select Upgrade. If you don't see it, you’re already using the plan with the most features.
  4. Choose the plan you want, and select Upgrade.
  5. Confirm your payment information and select Save.

We are always working on making sure we meet our customers' needs and we're looking forward to have this feature available to other versions of QuickBooks Online. While we do, I encourage you to visit our QuickBooks blog. To stay updated with the most recent news and features available in QBO.

 

Get back to me if you have other questions. I'm always happy to help you further. Keep safe and have a great rest of the day!

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