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A
Amanda1234
April 21, 2021
Question

Custom Tab for Customers

  • April 21, 2021
  • 1 reply
  • 0 views

Hi, 

 

I have added a custom field for my invoice to include a route and an ID for our delivery company, but I want this to pre-populate based on the customer as each ID is different. How do I do this? I saw in a couple of posts that you could add a custom field tab to your customer set up, but can not find any instructions on how to do this with Quickbooks online. Can someone please help?

1 reply

J
JamesM4
April 21, 2021

Hi Amanda1234,

 

Congrats on adding custom fields to your invoices. I can see the benefit of being able to have the fields pre-populated with info so you can save time. I'd be happy to steer you on the right path so you can continue managing your business with peace of mind. 

 

The feature you've described isn't available yet and I encourage you to send feedback about this to our engineers. You can do this by clicking the Gear icon and looking for Feedback. New product enhancements and features are based on the valuable feedback we get from users like you. In the meantime, check out this article here which goes in-depth on how to add custom fields to your invoices. 

 

Let me know if this info helps. I'll be here in case you've got other questions.

 

 

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