I am an accountant who has just started looking after the books of a couple of companies. I am considering moving another customer onto QBO. However the one missing field that I cannot find relates to the customer account number. From all my investigations it looks like this is one field in QBO that is missing?
Am I correct? If I am correct - is there any reason why there is not a customer account number field? Thanks
Most accounting systems use a code that is a short-reference to a customer.
E.g. Customer ABC Trading would have a customer account number of ABC01. Something very similar to a General ledger setup, where each account has an account number designated to it
I can tell where to see custom fields when you print them, RODOJO.
Right now, custom fields won't appear on the customer's statement. They'll appear on selected sales forms, such as invoices, sales receipts, refund receipts, and credit notes.
You can either display them within QuickBooks and/or printed them on specific sales forms. To learn more about this, check out this link: How to add custom fields to invoices.
I suggest sending a request about this feature to be available when printing a customer's statement.
Let me show you the steps:
Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks.
I'm adding these articles for future guide:
Keep me posted if there's anything else I can help you about seeing custom fields when printing sales forms. I'll be around whenever you have follow-up questions.
I am also looking into customer account numbers.
I have followed the instructions regarding the custom fields however this means you have to enter the number every time you raise an invoice. Is there anyway an account number can be saved to the customer record so that it appears on every invoice and on reports?
I appreciate your time to let us know the results of the steps you've done.
I understand that you wanted to add the account number to the invoice template. However, that option is unavailable in QuickBooks Online. For now, you can add it in the Billing Address field on the customer information window.
You can check this article for future reference: Customize invoices
Please know that I'm one post away if you have any other issues or concerns in managing your invoices. I'm always here to help. Take care!
As above the original question has not been answered , in fact it was misdirected , and an direct answer was avoided being given
so lets ask this simply again :
I need to add a customer reference field (custom filed) to a customer record :
yes sometimes called an account reference (eg (AB01) or something .
the reason is . there are many QBO synchronizations and as usual these require a unique reference for customers.
so either A - i find an existing unique reference for a customer
or B i need t create one that links customers form one system to another.
how do i edit the customer details to get or show a customer reference or a unique ID or use a custom field
Hi there, Renan.
Adding a field custom field for account reference information on your customer's profile isn't possible for now. As a workaround, you may input the information under the Notes column on the Customer Information window.
I can see the importance of this feature for you and your business. At this time, you can use the Feedback feature to send this idea directly to our engineering team. This way, they could take action to help improve your experience. Rest assured they're working nonstop to enhance the product and deliver the best experiences to all QuickBooks users.
Once done, your valuable feedback goes to our Product Development Team to help improve your QuickBooks experience.
On the other hand, you may check out the resources from this link for more tips while handling your customer entries in the future: Manage Customers and income for QBO-International.
Please feel free to leave a comment below if you have any other questions while adding a custom field to your customer's profile. I'm just a post away to help. Keep safe!
I have asked for this vital function many times on the feedback facility and cannot believe it is still not something that is available. This is an accounts facility package that does not give the option of account numbers! This also proves I am not the only one. Please look into this as a matter of urgency. Thank you