Having a customer account number field in the customer information section of QuickBooks Online (QBO) is essential for your business, CPI Accounting. Let me address this for you.
QBO's streamlined interface aims to create an easy user experience by having fewer fields. This design makes the software more accessible, especially for users who find additional fields overwhelming.
Your insights about how the account number field could enhance workflow and improve functionality are valuable. I recommend sending feedback to our product engineers. They consistently integrate new features, fine-tune interfaces, and make enhancements based on user suggestions.
Here's how:
- Click on the Gear icon.
- Select Feedback.
- Enter your suggestion and click Submit Feedback.
In the meantime, if you have QBO Plus and Essentials, you can create custom fields on your sales forms but not on your customers' profiles. If you have QBO Advanced, you can add custom fields to various areas of your account, including customer profiles.
Additionally, you can refer to this article on personalizing forms and including custom fields and other information in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please don't hesitate to reply if you have further questions or concerns about adding a field in the customer information in QBO. We're here to help.
