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userrussellcarpenter
Level 1

I Need the Territory drop-down field added to Customer Details area. Is it possible?

 
4 Comments 4
Charies_M
Moderator

I Need the Territory drop-down field added to Customer Details area. Is it possible?

It's nice to have you here, userrussellcarpenter.

 

If you mean adding a Territory field on your customer information to reflect in the transaction like an invoice, you can add it to one of the Custom fields. However, this would not become a drop-down. Instead, you'll need to manually enter the territory information.

 

Please follow these steps:

  1. Go to the Gear icon and select Account and Settings.
  2. From the Sales tab, select the Sales form content section.
  3. Put a check on the Custom fields tick-box.
  4. Enter a name. Then, Save.

Now here's how your transaction looks like after adding the field:

 

If it's something you want to add to the Customer information window, then this isn't possible in QBO. While we are working on making improvements to the product, I encourage you to visit our QuickBooks blog. To stay updated with the latest QuickBooks news and updates.

 

In case you want to make changes to your customer information, you can have this article handy as a reference: Edit customer information.

 

Get back to me if there's anything else you want to know about managing customer details or other QuickBooks concerns. I'm here to help. Have a good one.

Charies_M
Moderator

I Need the Territory drop-down field added to Customer Details area. Is it possible?

Hi, userrussellcarpenter.

 

Hope you’re doing great. I wanted to see how everything is going about the Territory drop-down field to be added to the Customer Details area. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

eperez670
Level 1

I Need the Territory drop-down field added to Customer Details area. Is it possible?

I work in Saipan in the Commonwealth of the Mariana Islands (CNMI). We are a territory of the US.  Our State Code is "MP" and we have zip codes.  The current drop down for addresses on forms does not have the territory state codes, not does is offer a blank field, so we are required to select a state.

Please add territory state codes to all your address drop downs.

(Northern Mariana Islands, Guam, American Samoa, Puerto Rico, etc)

Rea_M
QuickBooks Team

I Need the Territory drop-down field added to Customer Details area. Is it possible?

I hear you, and I can see the importance of adding the territory state codes info on forms in QuickBooks Online (QBO), @eperez670. That's why I'm here to guide you on the actions you need to take care of this matter.

 

Adding the territory codes for addresses in QBO complies with your state's requirements and regulations. To attain this, I'd recommend contacting our Customer Care team. They have the appropriate tools to initiate a product investigation and implement the necessary drop-down box on your forms.

 

You'll first have to check out our support hours to ensure we can assist you on time. Here's how:

  1. Sign in to your QBO company.
  2. Go to the Help menu.
  3. Choose the Search tab.
  4. Click the Contact Us button.
  5. Enter your concern in the What can we help you with? field. 
  6. Click Continue
  7. Choose a way to connect, either Start a Chat or Get a callback.

 

I've attached a screenshot below that shows the last six steps.

 

Also, QuickBooks gives you the tools to create attractive and professional-looking sales forms. With this, you can add the info that matters most to your business. To learn more about this, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please don't hesitate to keep me posted on how it goes. I'm always ready to help if you have other concerns about territory state codes and customizing forms in QBO. Take care, and have a great day, @eperez670.

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