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QuickBooks Team

Re: Customer Contact List by Location

Delighted to hear again from you, @Todd Miller.

 

The Customer Type can be manually added as custom field on the sales form. Let me walk you through in doing so.

 

First, let's add the custom field in your sales form. 

  1. Go to the Gear Icon.
  2. Choose Custom Form Styles.
  3. Look for the Invoice/Estimate/Sales Receipt template you're using.
  4. Click on Edit link.
  5. Select the Content tab.
    1. Click the Pencil Icon on the first part.
    2. Hit the Custom Field link to expand. 
    3. Put a check mark on the Custom Field box.
    4. Type in Customer Type.
    5. Click Done.

Once completed, you can now add Customer Type on the sales form.

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For a more detailed information, you may check out these articles for references:

Fill me in if you have other questions about tracking your income transactions. I'm just a few clicks away.

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