Hi there,

yes its QuickBooks Online referred as QBO.

Thank you for your response, as I mentioned some fields in the various form do not necessarily apply to our nature of business/works.

Let me point out an example: In the Estimate/Quote Form there is not an option about seeing the sales rep. So who would know which sales created the quote.

Another example is I need to place my company's bank details so clients can see my and make payments.

Also when I view my customer list I see the contact person's name appearing either 1st or 2nd on the Customer Details Field, I prefer the contact person's name appearing below (it is not necessary that it should appear at the top of the customer details field)

These are few of the main ones that I have picked up but I am seeing more but relatively minor which can have an impact to my data. 

If you want I can scan and post examples of the forms that I require.

Thank you in advance.

Regards

Abie