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Import Custom Fields into QuickBooks Online

QUESTION

Can Custom Fields be imported into QuickBooks Online (QBO) using Transaction Pro Importer?

RESOLUTION

Yes, Custom Fields can be imported into QBO using Importer.

Custom Fields are supported in QBO for the following transaction types:

  • Invoices
  • Sales Receipts
  • Refund Receipts 
  • Credit Memos
  • Estimates
To access the Custom Fields in QBO, turn on the QBO option in Account and Settings (found by clicking on the Gear icon in the upper right-hand corner of QBO) in the Sales section.


After turning on the option for the Custom Fields in QBO, the Custom Fields will be visible at the bottom of the Importer mapping screen for the applicable import types. 

  • 62
  • 07-Jul-2019
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