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Best answer January 05, 2022
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Thanks for reaching out to us here today, @ShannonSNichols.
I have some information about adding fields to the customer entry window. Currently, the option to add fields in a batch is unavailable. You'll to enter the case number in the Other field.
Here's how:
- Go to Sales, and then select Customers.
- Open the customer profile and then Edit.
- Hover towards the Other field and then enter the case number (see the image below.)
- Click Save.
About class tracking, you can only add it to your customer and vendor transactions. For more information about class, please refer to this article: Create and manage classes in QuickBooks Online.
Feel free to browse these links below to guide you in managing customers and accounts receivable.
Still have questions? Don't hesitate to drop them below and I'll be happy to answer them for you. Take care and have a wonderful rest of the week.
Thanks for reaching out to us here today, @ShannonSNichols.
I have some information about adding fields to the customer entry window. Currently, the option to add fields in a batch is unavailable. You'll to enter the case number in the Other field.
Here's how:
- Go to Sales, and then select Customers.
- Open the customer profile and then Edit.
- Hover towards the Other field and then enter the case number (see the image below.)
- Click Save.
About class tracking, you can only add it to your customer and vendor transactions. For more information about class, please refer to this article: Create and manage classes in QuickBooks Online.
Feel free to browse these links below to guide you in managing customers and accounts receivable.
Still have questions? Don't hesitate to drop them below and I'll be happy to answer them for you. Take care and have a wonderful rest of the week.
