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azpcp
Level 3

How to permanently change label on New Customer form. - DESKTOP -

-ASKING FOR DESKTOP PRO-

How do I permanently change the labels on the New Customer Form so that they have the labels I prefer and don't have to change them every time I enter a new customer? Is there some way to make my choices the default?

Instead of the default label being Work Phone I want the default to be Alt Phone.

Instead of the default label being Mobile I want it to be LinkedIn.

Instead of the default label being Fax I want it to be Facebook.

See the photo attached.

Thanks!

2 Comments 2
azpcp
Level 3

How to permanently change label on New Customer form. - DESKTOP -

Doesn't look like you can view the photo. Here is the photo.

Change Labels QB New Customer.png

DivinaMercy_N
Moderator

How to permanently change label on New Customer form. - DESKTOP -

It's important to be able to set the labels you want to easily fill in the details when adding a new customer, @azpcp. I'm here to share details about this.

 

In QuickBooks Desktop (QBDT), the option to set new default labels in the Address info window when creating a customer is unavailable. Each time you create one, you'll have to manually change itFor reference, check out this resource: How to set up customers and items & services in QuickBooks Desktop.

 

Once everything is fine, your next step is to process your customer transactions such as invoices. For a detailed guide, refer to this article: Create an invoice in QuickBooks Desktop.

 

Leave a comment if you have any questions regarding the default selection while setting up customers. I'm here to help ensure your goals are achieved. Take care.

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