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plumbermike
April 12, 2025
Question

Custom Fields

  • April 12, 2025
  • 1 reply
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I just migrated from Desktop after 20 years to Online Advanced. In Desktop, I used Custom Fields to track keep track of different types of equipment in customer's homes, i.e. water heaters, sump pumps, etc. When that information was entered for a customer in Desktop it would re-populate the next time I created a new invoice or estimate and I would just update the information as needed. However, in Online Advanced, the Custom Field data does not seem to re-populate when creating new invoices. The fields are blank. Is there a way to make the data re-populate or is the data only saved for the individual invoice for reporting purposes. The only reason I upgraded to Advanced was to be able to create more than 3 Custom Fields.

1 reply

A
ArielI
April 12, 2025

Hello, Mike.

 

When you create a new invoice or estimate, those custom fields won’t automatically pull in information from past transactions or customer records. This means you’ll need to fill them in manually each time you create a new invoice or estimate.

 

However, we encourage you to send us your feedback. This enables our product developers  to consider including this functionality in future updates.

 

  1. Go to the Gear icon and click the Feedback option.
  2. Type in your comments or product suggestions.
  3. Click the Next button to submit feedback.

 

You can also review our QuickBooks Online Feature Requests website for any request updates.

 

Moreover, you can customize your invoices to match with your brand identity, emphasize particular details, and create a professional appearance for your customers.

 

Our QuickBooks Live Expert Assisted team is available to help you manage invoices and ensure data accuracy. They will walk you through key dashboards and provide insights to improve your business operations.

 

You can also generate detailed reports for your invoices. If you need assistance with this process, feel free to click Reply button. Our team is always ready to help you, ensuring you get the support you need at any time.

    P
    plumbermikeAuthor
    April 12, 2025

    Thank you, Ariell, for the quick and concise response. 

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