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I tried the setting up of the Customer List first.
I did go and look at the Import Program and see it will have a regular fee if I continue using it.
Initially I can try it for free to see if it works.
Regards
Anton
So you have to think about using a primary key in a database? Quick books would therefore benefit greatly from hiring ONE database administrator for your global team. Primary Keys are as basic as wheels on a car in a database.
Or.... is it that Primary keys are hidden from customers, and yet actually present for all customer data entries, for ease of searches and debugging from QuickBooks perspective. Benefitting you, and not us.
I don't mean to be cheeky, it's not my preference. But it is a significant blunder to use anything else as a primary key, other than a correct primary key sequencing convention.
I don't want to print invoices and have a customers primary key visible on their invoice, advertising that we are using QuickBooks Online, as we have to stuff the primary key into another field and concatenate this data it into the business name data. And no... notes is not a field one can use to import.
Just do things properly? Hire a database admin? makes sense right?
Hello there,
I can see how convenient it is for you to be able to input customer numbers. Currently, this is unavailable in QBO. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback:
Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.
You can also search for a third-party app that will allow you to proceed with this. Here's how:
You can utilize this article for future reference: Customise Reports In QuickBooks Online.
If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.
Sadly no word yet. I did follow the included instructions to make this feature request through the correct submission channel. Have not heard back from anyone yet.
Still hard to believe... a feature request to get a primary key in the database..... sorry but why? why? Why? do I have to ask for this?
you are not answering the question. The question is WHY QBO won't create a customer account number field in the "new customer" form. It doesn't belong in a Customer Name field or a Customer Display field. It should have it's own field. So WHY won't they do it. There has to be a reason.
Having a customer account number field in the customer information section of QuickBooks Online (QBO) is essential for your business, CPI Accounting. Let me address this for you.
QBO's streamlined interface aims to create an easy user experience by having fewer fields. This design makes the software more accessible, especially for users who find additional fields overwhelming.
Your insights about how the account number field could enhance workflow and improve functionality are valuable. I recommend sending feedback to our product engineers. They consistently integrate new features, fine-tune interfaces, and make enhancements based on user suggestions.
Here's how:
In the meantime, if you have QBO Plus and Essentials, you can create custom fields on your sales forms but not on your customers' profiles. If you have QBO Advanced, you can add custom fields to various areas of your account, including customer profiles.
Additionally, you can refer to this article on personalizing forms and including custom fields and other information in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please don't hesitate to reply if you have further questions or concerns about adding a field in the customer information in QBO. We're here to help.
Hi. On the one hand, you are trying to make the interface simpler for less sophisticated users. but on the other hand, you discontinued QBD and are pushing people to QBO. Adding a Customer # field as in QBD is most definitely not confusing for anyone. In my tech environment, this is the way that we link customers between systems.
Dumb, dumb, dumb, intuit. You're basically asking people to investigate other platforms vs. just adding the field.
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