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Experienced Member

custom customer details

I have a dog training business; Am I able to add a field/column to put the customers dog name? in the customer information?

6 Comments
BRC
Established Community Backer ***

Re: custom customer details

I'd create a custom field and put the dog's name there.

Super Explorer **

Re: custom customer details

Hello,

In order to add custom fields, you can follow these steps: 
1.Select any customer on the customer list and open the Edit Customer window.
2.Select the Additional Info tab and then click the Define 
Fields button in the lower right.
3.The Set up 
Custom Fields for Names window will open.
 4.
Add the custom fields that you want and check the Cust column for each.

QuickBooks Team

Re: custom customer details

Hello there, @topdogpettraining.

 

Welcome to the Community space. As mentioned by BRC, you can create a custom field for the dog's name. I'll show you how:

  1. Click Customers.
  2. Choose Customer Center.
  3. Under the Customers & Jobs tab, double-click the customer name.
  4. Go to the Additional Info tab.
  5. Click Define Fields.
  6. Add a field for Dog name.
  7. Click OK.
  8. On the designated field, enter the dog's name.
  9. Click OK to save changes.

1.PNG 2.PNG

That's it. Let me know if there's anything else you need or you have additional questions about customers. I'm still here to help you further. Have a good one!

BRC
Established Community Backer ***

Re: custom customer details

@HoneyLynn_G 

 

What @Kirill - CloudBusiness LLC  wrote was quite good.  No need to re-answer.

Established Community Backer ***

Re: custom customer details

I would use Add Job. Customer = Owner. Add Job = Pet Name here. You don't need a Custom Field. You want to track All the pets the owner has now and might have over time.

Experienced Member

Re: custom customer details

So completely new to QuickBooks. Thanks for your answer.. i think I like this idea most.. but I do the add job, would this show up on receipts? I'd like to be able to quick look at a receipt or customer info and relate what dogs they have. 

@qbteachmt