QB allows you to make custom fields for customers and items. If you make a custom field for a customer, it will appear on its orders.
How do I know if I am using a custom field?
In QB, open an order. On top, click formatting and click customize data layout. Anything beneath the other field is a custom field. Click here for a diagram.
How do I make custom fields on sales receipts, sales orders, or invoices?
Here are the steps:
- In QB, go to the customer center.
- Double click a customer.
- Click additional info.
- On the right, click define fields.
- Make a custom field and mark its data type as all text:
How do I map custom fields from QB to a field in my ordering solution?
In this example, we will map a QB custom field called Acct Number to the ShipStation custom field 3. Here are the steps:
- Login to Connex.
- Click configure at the my connections page.
- Click the QB export tab.
- Check sync QB custom fields.
- Click submit.
- Hover over the gear.
- Click rules engine.
- Click add new rule.
- Add a rule like this one:
The rule says if QB contains a custom field called Acct Number, then map it to the ShipStation custom field 3.
How do I map to QB custom fields?
The same rule applies. The map to is the QB custom field name. Instead of CustomField3, enter Acct Number. The comparison should be map all. The field name can be any of these options:
- Order PO
- Order Number
- Order Tracking
If you need other fields, please contact us.