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