Use simple custom fields in transactions import in QuickBooks Online

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Business Importer – is a helpful tool to fulfill in . For our current users and for everyone who will use the app in future, we have added a new function – to add simple custom fields in . How it works, read in our article.

To tune this function – Custom Fields in transactions import in QuickBooks Online, you have to follow simple steps.

Easy transactions import in QuickBooks Online with Business Importer

Step 1 Set up necessary fields in your QBO account.

Go to Gear icon => Company settings.

Click on the Sales tab on the left and choose Sales Form Content.

Enter a necessary Name into each box in the Custom Fields, and choose the way you want to use this custom field – internal (only within QBO account), public (shown on sales forms), or both together.

transactions import in QuickBooks

Click one the Save button. And click on the Done button below. Custom fields  will appear on your sales forms.

transactions import in QuickBooks Online

 

Step 2 Prepare your file to be imported into QuickBooks Online.

Don’t forget that the new file with transactions you want to import, has to include new columns with the name of your new Custom fields.

 

Step 3 Start transactions import in QuickBooks Online.

Start your import as usual. In mapping the labels with the name of your Custom fields will appear. How to import transactions (for example, sales receipts) into QuickBooks Online, read in our article.

Do transactions import in QuickBooks with Business Importer

 

Important note:

In comparison to other similar import apps on the market, at the mapping stage in Business Importer you will have full names of your custom fields (look at the picture above), so your mapping will be easier and therefore faster. 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on (302) 261-3644 or write to support@cloudbusinessltd.com.

business accounting software 

adodvolha

This entry has 2 replies

  1. dee says:

    Do you have an article on custom fields for QuickBooks Premier Desktop?

    • andrew.shitsko says:

      Hello Dee,

      First of all I would note that we provide separate import tool for QuickBooks Desktop (it also called Business Importer, click here for more details). Import with custom fields in Business Importer Desktop is pretty simple. You should turn on the setting “Enable custom fields defined in QuickBooks” in our app’s Settings, then you will be able to see all your companie’s custom fields on Mapping step for selected import type (Invoice, Sales Order, Sales Receipt etc).

      If you need any further assistance do not hesitate to contact us.

      Best regards,
      Andrew Shitsko
      Email: help-desktop@cloudbusinessltd.com

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