Import a Custom Field to add to existing customers

Hello there, MCPOA1.

You have the option to add custom fields to your Customer Information window. Let me show how:

1. Go to the Customers menu and click Customer Center.
2. Double-click on a customer whom you'll add a custom field to.
3. Click the Additional Info menu.
4. Under CUSTOM FIELDS, click Define Fields.
5. Enter a label like Parcel Number then modify where to use the field and what kind of data you'll enter. 
6. Select where the field be required to be displayed is it on a Transaction or List.
7. Once done, click OK.

To edit existing customer having these data, you can use the Add/Edit Multiple List Entries. Here's how:

1. Click Lists from the menu and select Add/Edit Multiple List Entries.
2. Under the List drop-down, click Customers.
3. At the upper-right, click Customize Columns to add the Parcel Number field. 
4. Click OK and start adding parcel numbers to your customers.
5. Select Save Changes.

Check out these articles for more details about personalizing your sales forms and managing customer profile:

• Create and use custom fields in QuickBooks Desktop
• Sales and Customers.

Stay in touch whenever you need additional information. I'm always around to help.