Hi

Thanks for the response. You cover adding custom fields to sales documents. This I have done. I've even added classes to sales documents which sort of do the job, but inefficiently.

I cannot see how to edit or add to the customer input screen.

May I restate my need:

I want to be able to add a consultants name to each customer. That happens once. Then each time I raise a sales document for that customer it is automatically filled with relevant data including the consultants name.

I can then easily pull reports which detail sales by item; sales by customer and sales by consultant. That allows easy commission calculations etc.

My current accounting program SAGE online handles this easily and without issue.
Please tell me if this is possible in QBO and how.

Thanks