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Level 1

Before I invest in QB, I need to know if i am able to customize the transactions that we put in. I am an energy brokerage company whom also sells copiers.

The fields I need are as follows: Company: Provider: Term: Start Date: Annual Energy Usage: Term Energy Usage: Upfront Term: Residual Term: Upfront Commissions: Residual Commissions: Revenue Sold:
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QuickBooks Team

Before I invest in QB, I need to know if i am able to customize the transactions that we put in. I am an energy brokerage company whom also sells copiers.

Hi there, @delgadod.

 

Welcome to the community. Yes, you can customize the transactions that you'll need to put in your books. 

 

You can use the QuickBooks Online (QBO) Plus or Advanced trial version or QBO Test drive to check if you can enter all the information that you need. Here's how to sign up for a trial account: 

 

  1. Go to this link: https://quickbooks.intuit.com/pricing/.
  2. Toggle the Buy now button to the right to start the Free trial for 30 days
  3. Click the Try it free button for the Plus or Advanced version. 
  4. Create an Intuit account to try QuickBooks for free by entering your information in the field. 
  5. Click Sign Up With Email button when done. 

 

Should you opt to use the test drive instead, click here: https://qbo.intuit.com/redir/testdrive. From there, you can try to enter your transactions and customize them according to your business needs. 

 

For future reference, only our QBO Plus and Advance will let you set up and track your inventory as well as adjusting Invoice Payment Terms

 

Feel free to message again if you have more questions. We're always around here to help. 

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Level 11

Before I invest in QB, I need to know if i am able to customize the transactions that we put in. I am an energy brokerage company whom also sells copiers.

@delgadod 

 

"The fields I need are as follows: Company: Provider: Term: Start Date: Annual Energy Usage: Term Energy Usage: Upfront Term: Residual Term: Upfront Commissions: Residual Commissions: Revenue Sold:"

 

Unfortunately, there is no way to customize the fields for entering transactions as you want in any QBO plans. But you can still test demo-drive to find out yourself.

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