Getting Started with Rules: Custom Fields

Many of our customers are using pre-built fields. These fields are much easier to set-up and we recommend using them, instead of creating a custom field in QuickBooks.

How do I locate custom fields in QuickBooks Online?

We can only sync to the first three custom fields in QuickBooks Online. We recommend using the class or location fields instead. 

1. Login to QuickBooks Online.
2. Click the gear box on the top right of the screen (settings).
3. Choose Account and Settings.
4. Click Sales.
5. Under Sales Form Content, enable custom fields.

How do I locate custom fields in QuickBooks Desktop?

 To use these fields, follow these steps:

1. In QuickBooks, open an invoice.
2. Click the manage tab and click customize data layout:
   

If you see your field names in other or FOB, then you are using a predefined field.

How do I bind custom field to custom field?

Add Custom Field to QuickBooks Desktop

Here are the steps:

1. In QuickBooks, click customers on the top menu.
2. Select customer center.
3. Open a customer.
4. Click additional info.
5. On the right, click define fields.
6. In the dialog, enter the custom field name and check the customer box.
7. In the what kind of data field, enter any text. Other data types are not supported at this time: 
   

View a list of custom fields to map

1. Login to Connex.
2. On top, click rules engine.
3. Click the order previewer button.
4. Click order previewer.
5. Fill out the search form to view your sale. If you use Shopify or WooCommerce and the order number fails to return the proper sale, use the date range search.
6. Click the eye icon.
7. Scroll down to custom fields.

Add Rule

Here are the steps:

1. Go to the Connex for QuickBooks rules engine.
2. Click add new rule.
3. Choose rule without condition.
4. Choose the rule type map custom field to another custom field.
5. Add a name for the rule.
6. Complete the form by entering the custom field name in your selling channel and QuickBooks:
   
7. Click submit.

How do I map a field from my selling channel that is not a custom field to a custom field in QuickBooks?

In this example, we will map the order number to the QuickBooks custom field Customer P.O.:

1. Go to the Connex for QuickBooks rules engine.
2. Click add new rule.
3. Choose rule without condition.
4. Choose the rule type map custom field to a QuickBooks standard field.
5. Add a name for the rule.
6. Enter order number as the QuickBooks field.
7. Enter Customer P.O. as the custom field in QuickBooks.
8. From your ordering solution, enter the field name. In this example, the custom field name is "other". Replace other with the custom field name in your ordering solution:
9. Click submit.

🔷 Next: Conditional Map (Step 9)