Other questions

Hello there, @SpecialtyTX.

Thank you for joining the thread. I can guide you on how to add these fields to your sales order transactions.

First, you have to set these fields to your job/customer profile. Then, customize your template to display them on your form. Here's how to add custom fields from the Edit Customer window:

1. Select Customer Center from the Customers tab.
2. Choose a customer/job name, then double-click it to open the Edit Customer window.
3. Go to the Additional Info tab, then tap on the Define Fields button.
4. Input the fields under the Label column, then choose where you want to use these fields.
5. Click OK twice.

Once completed, follow these steps on how to add the fields to your sales order.

1. From the Sales Order window, click on the Customize Data Layout from the Formatting tab.
2. Go to the Header section, then select the fields from there.
3. Hit OK.

From there, you're now ready to enter the details from each field provided.

To learn more about custom fields in QuickBooks Desktop, feel free to read the details from this link: Create and use custom fields in QuickBooks Desktop.

You can also include these fields when running your reports in the future. For your guide, check out the instructions from this article: Customize reports in QuickBooks Desktop.

That should point you out in the right direction today. Keep me posted if you need additional assistance. I'm always here to help. Keep safe!