Skip to main content
December 22, 2020
Question

How do I import data to populate customer custom fields?

  • December 22, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

December 22, 2020

Hello, jeff-mountainvie. 

 

Thank you for choosing QuickBooks as your accounting software. 

 

I'm here to lend a hand and guide you on how to import your data to populate in custom fields in QuickBooks Online.  

 

First, we need to turn on the Custom fields option. It's super easy. Here's how:   

 

  1. Click the Gear icon, then select Accounts and setting
  2. Press Sales, under Sales form content. Then click the pencil icon and turn on the Custom Field
  3. Tap Done once finished. 

After enabling this feature, you can use the sample format and start mapping your template fields. 

 

To learn more about custom field and the whole process, you can check out these articles: 

 

 

Let me know if there's anything else you need. I'm always here to provide support and help. Have a great day, and stay safe!

November 10, 2021

the answer given does not work

MJoy_D
November 10, 2021

Thank you for posting here in the Community, @paunkst

 

Can you tell me more about what part of the given steps didn't work for you? I may be able to assist you or provide insights into what may be happening and come up with a solution.

 

You can click the Reply button below to add more details.

 

I'm looking forward to hearing from you soon! Take care and have a wonderful day!