ship to customer field

Greetings, @kperry. 

I hope your day is going well so far. To properly assist you with this issue, can you be more specific about the problem? (Examples: the form you're using, giving additional screenshots, etc.) Once I've received this information I'll be able to determine the best solution for your business. 

In the meantime, here are a few articles that may be able to help you out: 

• Create and use custom fields in QuickBooks Desktop

• Use and customize form templates

I want to make sure that you're able to get this resolved as soon as possible. I'll be waiting for your response. 

I need to add info like "LTL requires delivery appointment" to specific locations and provide the contact details but the notes section under the "ship to" when you edit/add only let's you add so many characters/letters. If I put LTL requires a delivery appointment that pretty much takes up all the space available. So, I wanted to see if there was a way to increase the amount of space available or at least add a customer field under the notes so I can add contact info.

Thanks for getting back to us with the in-depth information about your shipping address concern, @kperry,

Currently, the Note field in the Add Shipping Address Information window can only accommodate up to 41 characters. The fields on the shipping page is fixed, so if you need to add some more details about a sale, use the Memo field when creating transactions for a customer.

The memo enables you to add longer texts on transactions if you're unable to do it on some other fields on the Customer profile.

Another option is adding a Long text disclaimer on sales templates. Here's how to do that:

1. Go to the Lists menu, then Templates.
2. Find the invoice template you're using.
3. Right-click on the template then select Edit Template.
4. On the Basic Customization window, select Additional Customization.
5. Under the Footer tab, mark the Print column for Long text (disclaimer).
6. Add the shipping information in the Title field.
   

You can also add a customized field  for the contact details in the Additional Info page. Please note that custom fields maximum text limit is up to 30 characters, and isn't directly linked to the shipping address.

We use this information to add details on the sales or expenses for printing or viewing purposes. Its main purpose is to give you the flexibility to add customized information to data that QuickBooks already tracks about your customers, vendors, employees, and items that you purchase and sell.

Here's how to do that:

1. Go to the Customers menu at the top and select Customer Center.
2. Double-click the name of the client and go to the Additional Info tab.
3. In the Custom Fields section, click on Define Fields.
   
4. In the Set up Custom Fields for Names page, add a Label called LTL, then mark Cust for customers.
5. For the kind of data, use Any text and mark Trans (transactions) and List.
6. Lastly hit OK.
   
7. When you go back to the Additional Info menu, you can now edit the additional information you need to add for this customer.

Let me know if you have any questions about this or need further assistance with the steps. I'll be right here to guide you all the way. Have a nice day!

Unfortunately this doesn't work as I need it for the ship to locations and not the customer. They have about 30 different "ship to" addresses and not all of them require an appointment. They may require a liftgate or have different receiving hours.  I tried a work around and add everything to the "address" field so I can add notes on the zip code and country but that just messes up my reports when I look for a PO by ship to location. 

Hello there, @ kperry.
 

As my colleague provided above, you can use the customer message field to enter the other information. You’ll have the option to add a note up to 91 characters. This message will be included when you email or print the invoice.

You can follow the steps that my colleague provided above. Also, you may want to check the maximum number of characters that can be entered each field in your company data file: Character limitations for fields in QuickBooks.

You can tag me if you have more questions. I'll respond to you as soon as I can. 

What was the point of your response? It didn't help one bit! As I said the customer field will not help at all as it needs to be enter under the ship to. Using the memo filed is no help as I will have to use my own notes every time to see what the ship to locations needs are.