Custom Fields on Invoices maping to Customer Record fields

Hello, @Capstone-33.

I'm here to share some information about mapping Custom Fields to customer records in QuickBooks Online (QBO).

Mapping custom fields to the customer's email and mobile number is not an option in QBO. The Custom Fields are available in the QuickBooks Fields drop-down and aren't intended for any auto-filled fields. These only allow you to manually enter data when creating the transaction. 

However, you'll have to enter the customer info when creating customer records in QuickBooks to show the details on invoices.
 

1. Go to Get paid & pay and select Customers.
2. Select New customer.
3. In the Display name as field, enter what you want to display for the customer. (this is a required field)
4. Then, review each section and enter any other important customer info.
5. Select Save.

I'm also adding these articles as your guide in tracking salespersons on the sales form.

• How to add custom fields to sales forms and purchase orders
• Import custom form styles for invoices or estimates.

Let me know if there's anything else I can help you with today by commenting below. I'm always around to provide the information that you need in allocating the salesperson.

Hi DebSheenD,

Thank you for your response.  However, it reflects a short coming in QBOL.  Take a senario where as a QBOL user, you are providing Product & Services to medium and large organisations.  The client could have many individuals or departments that want to purchase from you.  They would reasonably expect you to provide information on your Invoice referencing the individual or department that has ordered your product/services.

I guess a 'work around' would be to add custom fields to the invoice and 'copy 'n paste' information from the customer record each time an invoice is captured.  Not ideal.

@Capstone-33  Did you find a solution for this? I am facing the same issue. Trying to find a way to map and auto-fill custom fields from invoicing to customer record fields.

Thank you for joining this conversation, Aparajita. Your willingness to engage and contribute to this discussion about how to map and auto-fill custom fields from invoicing customers' record fields.

The option to map custom fields and autofill isn't currently available in QuickBooks Online (QBO). Nevertheless, we value your input and ideas about having this option and recommend you submit a feature suggestion directly to our Product Development Team. 

I'll show you how you can send one: 

1. Locate the Gear icon.
2. Under Profile, choose Feedback.
3. Enter your feedback suggestion.
4. Hit the Next button.
   
   

You can stay up-to-date with the latest news about product enhancements by reviewing Intuit's Product Updates webpage. You can select your country on the bottom part of the page to ensure you're updated with the newest improvements accordingly. 

I remain prepared to provide further assistance managing custom fields in QBO, Aparajita. If you have any additional inquiries or require clarification on this topic, please feel free to share them by commenting below. I will promptly address your concerns as soon as possible, ensuring you receive the guidance you need.