I work on several business and two of them have Advanced QBO, there is one company that has the ability to add custom fields to the profiles of both vendors and customers, along with Forms & POs but the second, newer, company only has the ability to add custom fields to the forms and POs. I have checked the settings too. Am I missing something?
Thanks for advance.
Hi there kc918,
It's important that all your transactions are correctly entered so that your books can be well balanced. QuickBooks Online is a great tool to help you keep track of sales and expenses so you can see the profit of your business. I can point you in the right direction for assistance with custom fields.
If one of your companies doesn't have the ability to add custom fields to your suppliers and customers, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to view both accounts with you in a secure setting to see the difference in settings to see why one company can add custom fields to a supplier/customer, and the other can't. You can reach them using these steps:
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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