how to add customer fields to SalesOrder?

Hello there, divyeshchaudhari.

Customizing fields within the Sales Order section can enhance your ability to tailor the system to your business needs.

In QuickBooks Desktop (QBDT), we can add a header or column for customers in the Sales Order. First, let's create a template. Here's how:

1. Go to the Lists menu, then choose Templates.
2. Click the Templates drop-down arrow, and tap New.
3. Select the Sales Order radio button, and then OK.
4. Press Additional Customization.
5. Look for Other, and then put a Title.
6. Put a checkmark under the Screen and Print.
7. Tap the Columns tab, then see Other and put a Title.
8. Place a checkmark under the Screen and Print.
9. Hit OK.

After that, create a Sales Order. Then, select the Template drop-down arrow and choose the template you've made.

You can also check this link to create custom fields to personalize QBDT: Create and use custom fields.

Additionally, I've added an article that'll help you organize your cash flow and track sales, receivables, and profitability more accurately: AR Workflows in QuickBooks Desktop.

Please keep us posted if you have additional questions or concerns about recording your sales transactions. We're always here to help you out.