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house-partners
Level 1

Just switched from QuickBooks 2016 Desktop Pro to online Quickbooks Essentials. Can I modify transaction fields to include names from my customer list?

We track job costs per customer, so this is important data to our company.
3 Comments 3
olsenbkpg
Level 3

Just switched from QuickBooks 2016 Desktop Pro to online Quickbooks Essentials. Can I modify transaction fields to include names from my customer list?

Fairly positive that QBO doesn't do job costing... will be interesting to see what a Intuit answer is... they had convinced one of my clients 3 years ago to switch and same thing happened... make sure to keep your backup from your Desktop as you may have to purchase QB2023 Desktop to continue job costing. 

Mark_R
Moderator

Just switched from QuickBooks 2016 Desktop Pro to online Quickbooks Essentials. Can I modify transaction fields to include names from my customer list?

It's good to see you here in the Community, @house-partners.

 

Yes, you can add custom fields to your sales forms in QuickBooks Online (QBO) to include names from your customer list. Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon, then select Custom fields.
  3. Choose Add custom field.
  4. Enter the name of the field.
  5. Select the All Sales forms or Purchase Order checkbox.
  6. Click Save.

 

You can check out this article for more guidance: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

If you want to track job costs in QBO, you can utilize the Project feature. Projects in QBO are similar to jobs in QuickBooks Desktop. However, this feature is only available in the Plus and Advanced versions of QBO.

 

To learn more about the feature, you can read this article for detailed information: Set up and create projects in QuickBooks Online.

 

Don't hesitate to come back to this post if need more assistance adding custom fields to your transactions. I'll be around to help.

olsenbkpg
Level 3

Just switched from QuickBooks 2016 Desktop Pro to online Quickbooks Essentials. Can I modify transaction fields to include names from my customer list?

Wow this is a lot of work... Desktop 2023 might be a more efficient option?

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