I'm assisting my client move across from a very old desktop version of QB to QB Online. He runs a dental tech business and he invoices dentists but needs a custom field for the patient. This field needs to show up both on the invoice and the statement. I made contact with your startup support team and they confirmed that this can be done with the next version up. How can we upgrade my client's trial to this version so that we can test that this works before committing to paying for QB Online?
