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February 15, 2024
Question

Why no field for customer account numbers?entering the account number into the "name to print on checks" field as described in the questions and answers does not work

  • February 15, 2024
  • 1 reply
  • 0 views
I'm trying to get account numbers on invoices

1 reply

February 15, 2024

Welcome to the Community space, @mcoleman-dreamsc. We'll help you add a field for your customer account number inside QuickBooks Online (QBO).

 

Reading your post, you can utilize the custom field to add your customer's account number. However, you'll have to manually enter them every time you create a transaction for different customers inside the program. If you wish to continue with this method, we'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon and select Custom fields.
  3. Click Add field. Note: If this is your first time creating a custom field, select Add custom field.
  4. Enter a name in the Name field.
  5. Select the All Sales forms or Purchase Order checkbox. Or, select both.
  6. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  7. Select Save.

 

See this page for more details: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Regarding the Name to print on checks option, please know that they're added to your customer's detail if you create checks for those specific customers.

 

In addition, here's an article to help you customize your sales forms and keep track of transactions entered inside QBO:

 

 

It's been a pleasure to have you here today, @mcoleman-dreamsc. Don't hesitate to visit us anytime if you need further assistance managing transaction templates or any additional QuickBooks-related questions. Rest assured, we'll be around to help you out again. Keep safe.