Hi there, 2kpmac,
While you can add a custom field column to your CSV file, please know that QuickBooks won't recognize and display them, as they're not part of the supported mapping.
As a workaround, you'll need to manually add a custom field to your imported invoices after they're in QuickBooks. To do so, here's how:
- On your QuickBooks account, navigate to the Gear icon and select Custom fields.
- Click Add custom field if you haven't created one, or select Add field if you have.
- On the Add custom field window, enter its name and select its appropriate Data type.
- Select the correct category and tick Invoice in the Select forms section.
- You can enable the Print on forms option to display this when invoice transactions are printed.
- Once done, click Save.
Once done, it will automatically be added to your newly imported transactions.
On the other hand, I can see how importing custom fields would simplify your workflow. Although this feature is unavailable, I encourage you to send your feedback to our product engineering team so they may consider this in future updates.
To send one, here's how:
- Go to the Gear icon, select Feedback.
- Write your suggestion in the box provided.
- Once done, click Next.
Please don't hesitate to get back to this post if you have other questions or concerns.
