Skip to main content
C
copycareoffice
June 26, 2023
Question

Migrating Custom Fields

  • June 26, 2023
  • 1 reply
  • 0 views

Has any one found a way to migrate custom fields. I am using Desktop Pro and am looking at Online Advanced. I have managed to recreate the custom fields in the online version. I can export the relevant information using Zed Axis required to fill these fields but can't seem to find anyway to be able to map an import to bring the information across.

1 reply

A
AbegailS_
June 26, 2023

It's nice to see you here in the Community, @copycareoffice. 
 

I'm here to share some information about importing custom fields in QuickBooks Online (QBO).

 

Importing custom field templates is currently not available at this time. I can see how this option would be helpful for you and your business. If you want to enable this feature in future updates, you can send feedback to our product development team. This way, our product development team will get a great chance to know this and may add these feature enhancements in future updates. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

 

If you have any other questions about QBO, please don't hesitate to reach back out. I'm always here to help.

C
copycareofficeAuthor
June 26, 2023

It is very frustrating as I have also since found that you can export custom field information from within Quickbooks online. So to not have the import facility is a major pain

Fiat Lux - ASIA
Fiat Lux - ASIA
June 27, 2023

@copycareoffice 

Consider to buy a 3rd party service to convert your data with up to 3 custom fields to QBO.

Terms & ConditionsAccessibility statement