Importing Custom Field on Transactions and Lists to QuickBooks

QuickBooks Desktop (Pro, Premier or Enterprise) > Transaction Pro Importer
It is very easy to import custom fields on transactions and lists into QuickBooks using Transaction Pro Importer for QuickBooks ("TPI").  Just follow the instructions below:

1.  Turn on the custom fields option in QuickBooks
  • On the first screen of TPI select the options button.
  • Select the second tab at the top from the right, Advanced
  • Select the first option at the top, "Enable custom fields defined in the Quickbooks company file
2.  On the TPI mapping screen you will see new QuickBooks fields added at the bottom of the mapping screen (ones that start with cfc are custom fields on customers, cfv are custom fields on vendors and cfi are custom fields on items).

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