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Customer User Defined Fields

Last post 10-28-2008 1:20 PM by Method_Valbon. 1 replies.
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  • 10-21-2008 10:29 AM

    • bkkcpa
    • Not Ranked
    • Joined on 10-21-2008
    • Posts 1

    Customer User Defined Fields

     Hello

     Quickbooks only allows seven user defined fields for Customers. I would like to add more fields. The new fields would not contain accounting data. I would like the new fields to be available on a custome invoice or  quote. Is that possible?

     

  • 10-28-2008 1:20 PM In reply to

    Re: Customer User Defined Fields

    If I were to answer this in one word; absolutely! Are you trying to make the fields available to the design screen or modify the template for a custom invoice?


    If you’re looking to create fields in Method, you can add custom fields to your heart’s desire at the table level.  These fields can then be easily dragged and dropped on to the screen from the Add Fields section of the Toolbox.

    The other scenario is trying to have user defined fields from QuickBooks show up and synch with Method. This process should be very similar and we’ll be sure to provide an update on synching these fields shortly.

    Hope that helps,

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
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