Hi there, MCP1.
The custom fields you've set up when customising a sales form would allow you to add more fields when creating a transaction. For example, a custom field is added for an alternate phone number. This field will automatically show up in the transaction. However, you'll have to manually type in the details inside the field.
Let me share this article for more details:Customise invoices, estimates, and sales receipts in QuickBooks Online.
I'll be around if you need anything else.
Sorry but that doesn't make any sense at all, what's the point of adding a custom field when every time you create a new transaction you have to enter it manually?
Nowadays, most couriers need customer email address so I need the custom field to enter email address when adding new customers which I then forward to my suppliers, like I said the order form is of no use to me. It must be a sales receipt for every transaction that I can use as an order providing only the necessary details for my supplier to process the order which is, name, address & email address. It is then already entered automatically in to my sales deposits, it used to be current account but now we all have to sync with our banks and PayPal, so changing as advised by my accountant to sales deposits works perfectly.
So its just this darn issue with including an email address when creating a new customer.
Can you please help me with a solution ?
I thank you for the screenshot you've shared, @MCP1.
There is a designated field for your customer's email address, billing address, and phone number. You can use these fields so that when you create any transaction it will auto-populate. I've attached a screenshot for your visual reference.
However, if you want to display the customer's email address in the sales form, you can manually add it to the Billing Address box.
Drop your comments below if you have other questions about navigating around QuickBooks. I am always here to help.
I can't add email or anything else to address box because my suppliers built an app that automates transactions for them, the only place this can go is in custom field for phone number as is, as already set.
Their app cost £thousands to build. And ideally the custom field needs to be able to accept long email addresses otherwise it cuts the ends of.
There must be a solution where data added to custom fields shows when printing to PDF ?
When we automate our system using API to sync with our store, these things will nee to be sorted first.
All third-party applications (non-intuit) will no longer have access to their software. You can check with your third-party developer's website to add the custom fields when syncing the data into QuickBooks Online. They should be able to sort things out and automate this information for you.
I'm leaving you some articles to help guide you in customising QuickBooks sales forms:
Additionally, you can visit our Community Help Articles for some "How do I" steps in QuickBooks Online.
Please let me know if you have any other questions. I'm always here to help and provide you additional assistance. You have a wonderful day!
I appreciate you for getting back to us here in the Community, @MCP1.
Allow me to provide some clarifications about the information provided by my peer from the thread.
The information that syncs to QuickBooks Online will depend on the data from the third-party application. Also, please note that the fields in the system have specific character limits.
We have a separate forum where you can interact with fellow developers, product experts, and engineers about API-related questions, so I encourage posting this question to our Intuit Developer Community. They have the tools and resources available to assist with the integration.
To learn more about recent developments, news, and product enhancements, visit the QuickBooks Blog. You’ll also get tips on how to grow the business.
For additional information, I've also attached an article about the file size and feature limits: QuickBooks Online file size and feature limits.
Please know the Community has your back. If you have any other concerns, post a comment below. I’ll be right here to assist further. Enjoy the rest of the day.