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Level 1

Customize Customer Contact Fields

Some of our employees are inputting the wrong information into various fields when creating new customers "on the fly." To mitigate this, I would like to change the field headings in the customer center to be more specific to our needs. As it is, QB automatically gives me the option to save a main phone, main email, work phone, cc email, etc. I would like these headings to read "AP Phone", "Biomed Email", "Biomed Phone", and "Rep Email" respectively. Is it possible to customize the drop down fields?

Solved
Best answer September 16, 2020

Best Answers
QuickBooks Team

Customize Customer Contact Fields

Let me share some information about adding customer information, @Iame.

 

You can easily edit the customer information that was added incorrectly. You can go to the Edit Customer window to edit the customer's information as needed. Here's how:

  1. Go to the Customers menu and proceed to the Customer Center.
  2. On the Customers & Jobs tab, double-click the customer you want to edit.
  3. You can go to the Address Info tab to edit the customer's information.
  4. Click OK to save all the changes.

You can also check the following article on how to edit multiple customers: Add and edit multiple customers, vendors, and items

 

However, the feature to customize the drop-down fields when adding a customer in QuickBooks Desktop (QBDT) is unavailable. I can see that this feature would be a great addition to the current features that we have, I'll be sure to take note of it.

 

I also invite you to visit the Firm of the Future site. It contains resources and tips to help easily use QuickBooks. Also, to learn what new updates and features we have. 

 

Know that you can always drop by here if you need any help with your account. I will be happy to assist you further. Have a wonderful day!

View solution in original post

1 Comment
QuickBooks Team

Customize Customer Contact Fields

Let me share some information about adding customer information, @Iame.

 

You can easily edit the customer information that was added incorrectly. You can go to the Edit Customer window to edit the customer's information as needed. Here's how:

  1. Go to the Customers menu and proceed to the Customer Center.
  2. On the Customers & Jobs tab, double-click the customer you want to edit.
  3. You can go to the Address Info tab to edit the customer's information.
  4. Click OK to save all the changes.

You can also check the following article on how to edit multiple customers: Add and edit multiple customers, vendors, and items

 

However, the feature to customize the drop-down fields when adding a customer in QuickBooks Desktop (QBDT) is unavailable. I can see that this feature would be a great addition to the current features that we have, I'll be sure to take note of it.

 

I also invite you to visit the Firm of the Future site. It contains resources and tips to help easily use QuickBooks. Also, to learn what new updates and features we have. 

 

Know that you can always drop by here if you need any help with your account. I will be happy to assist you further. Have a wonderful day!

View solution in original post

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