Creating Custom field in QuickBooks on Customer screen - Sage CRM

In our previous blog, we discussed about address syncing using our GUMU™ for Sage CRM – QuickBooks integration. Today in this blog, we will be discussing about creating a custom field in QuickBooks which will be later integrated using GUMU™ integration

New Stuff: Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration

For creating custom field, user will have to follow below steps.
1. Login to QuickBooks. Select your company and Navigate to Additional tab.

2. Click on the Define Fields as shown in the below screenshot and it will open a below screen.

3. Add your custom field in the below screen and click the checkbox in the column in which you want to display this field. In this way, you can display this custom field in Customer, Vendor, and Employee master screen.
4. Select Datatype as per your requirement from What Kind of Data column and click OK.

This will create custom field and it will be added to corresponding screen. This custom field can be integrated using GUMU™ Sage CRM – QuickBooks integration.

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