In our previous blog, we have gone through with the steps for creating custom field on customer screen. This is the continuation of the same where we will be discussing about the steps for adding Custom field on Sales order screen.
For adding any field on Sales Order screen, first user will have to create a custom field on Customer screen. Once you have added a custom field on customer screen then please follow the below steps for adding field on Sales order screen.
1. Login to Quickbooks and navigate to Sales order screen.
2. Click on the Formatting tab and click on the Customized Data Layout which will open a Additional customization screen as shown below.
3. Check the Checkbox on the screen column to Add your custom field on Order screen.
4. Now click on the Ok button and it will add your custom field on Order screen.
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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Also Read :
1. GUMU for Sage CRM – QuickBooks integration – Synchronization processes
2. Configuring GUMU for Sage CRM – QuickBooks Integration
3. GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks
4. GUMU™ for Sage CRM – QuickBooks integration – GUMU Scheduler
5. GUMU for SageCRM – QuickBooks Integration