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Isaaco
October 16, 2019
Question

Good day. Please how do I add custom fields to customer details using quickbooks plus online

  • October 16, 2019
  • 1 reply
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Good day. Please how do I add custom fields to customer details using quickbooks plus online

1 reply

MaryLandT
MaryLandT
October 16, 2019

Hi there, Isaaco,

 

Let's add custom fields to the customer details in QuickBooks Online.

 

Custom fields let you track the information that matters most to you and your customers. However, the process of adding them to the customer profile is available in QuickBooks Online Advanced. Thus, you can only add them to your sales forms and purchase orders.

 

Let me show you how:

  1. In QuickBooks Online, click the Gear ⚙ icon at the right top.
  2. Select Custom Form Styles.
  3. Select the form you want to add a field, then click Edit under Action.
  4. Go to the Content tab, then tailor the header.
  5. Go to the Display section, then click + Custom field.
  6. Enter the name of the field, then make sure to mark the box.
  7. Click Done to save the newly added field.

Check this out to learn more on how to personalise your forms, change the design, and add the necessary info: Customise your invoices, estimates, and sales receipts in QuickBooks Online.

 

If you need anything else about adding custom fields in QuickBooks, please let me know. I'd be glad to help you out.

J
jxc324
August 27, 2020

How can we add custom fields to customer profile?  You explained how to do add custom fields to sales forms. 

M
MirriamM
August 27, 2020

Welcome to the thread, jxc324.

 

I'd like to clarify things out about the option to add custom fields on the customer's profile. 

 

As mentioned by my colleague MaryLandT, you can create, add, and edit custom fields if you're using QuickBooks Online Advanced. However, at this time, this version is not available to all regions since this is currently on the beta testing offered to US users. 

 

In the meantime, you can use the Other or Notes field on the customer's information page to add the data you want. 

 

To a look at the create, add, and edit custom fields in QuickBooks Online Advanced US article to know more about the feature you're looking. 

 

Comment down below if you have follow up questions for me about the process above. I'm more willing to offer additional assistance. 

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