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Feature #705

Add Custom Data Fields for Orders and Invoices in QuickBooks

Added by Daniel Curtis over 4 years ago. Updated over 4 years ago.

Status:
Closed
Priority:
Normal
Assignee:
Category:
QuickBooks
Target version:
Start date:
12/03/2015
Due date:
% Done:

100%

Estimated time:
0.50 h
Spent time:

Description

While setting up a custom template for a sales order in QuickBooks 2012, I found the default data fields were limited in selection and that I needed my own data fields for specific order templates. QuickBooks offers this ability, however it is not as intuitive as one might expect. This is a guide on how I managed to extra data fields to QuickBooks.

Create the Data Field

  1. Once QuickBooks is open, click on the Customer Center.
  2. Next select and edit a customer, any customer will work.
  3. Then click on the Additional Info tab and click on Define Fields.
  4. Label the new data field and select which group will be able to use the extra data field.
    • Cust will be available to members in the Customers group.
    • Vend will be available to members in the Vendors group.
    • Empl will be available to members in the Employees group.
  5. Click OK when finished adding the new data field.
    • Close the customer edit window and Customer Center.

Use the Data Field

  1. Open a new Sales Order or Invoice.
  2. From the top menu in the order window, select Customize -> Manage Templates.
  3. Select the template to add the new data field to.
  4. Click on Additional Customization...
  5. In the Header tab, locate the new data field name and check the Screen and Print boxes to add them to the invoice.
  6. Click the Layout Designer... to adjust the layout and position of the new data field on documents printed using the template.
  7. Click OK to apply changes in the Layout Designer, then click OK to finish editing the template.

Resources

History

#1 Updated by Daniel Curtis over 4 years ago

  • Status changed from New to In Progress
  • % Done changed from 0 to 50

#2 Updated by Daniel Curtis over 4 years ago

  • Description updated (diff)

#3 Updated by Daniel Curtis over 4 years ago

  • Status changed from In Progress to Resolved
  • % Done changed from 50 to 100

#4 Updated by Daniel Curtis over 4 years ago

  • Category set to QuickBooks

#5 Updated by Daniel Curtis over 4 years ago

  • Status changed from Resolved to Closed

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