I've come to offer help, @Finley500.
I want to ensure you're able to create another field for a tracking number in QuickBooks Desktop.
You can create a new custom field and it has to be defined for both transactions and lists. This way, you can include it as a field containing your tracking number for export. Let me show you how.
- Go to Customers.
- Select Customer Center.
- Find and open any name from the list of your customers.
- Choose Additional Info.
- Under Custom Fields, select Define Fields.
- Enter the name of the custom field you want to create. Say Tracking Number.
- Put a checkmark under the Customer, Transactions, and List columns.
- Click OK.
I'm adding this article to learn more about how you can define a custom field: Create and Use Custom Fields in QuickBooks Desktop.
You may also read this reference with the topics you can use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop.
It'll always be my pleasure to help if you've got additional questions about sales orders and custom fields for customers in QuickBooks. Use the Reply option below and surely I'll be here ready to assist you.
