{"id":12966,"date":"2016-06-30T16:03:16","date_gmt":"2016-06-30T16:03:16","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12966"},"modified":"2016-06-30T16:03:16","modified_gmt":"2016-06-30T16:03:16","slug":"creating-custom-field-in-quickbooks-on-customer-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/30\/creating-custom-field-in-quickbooks-on-customer-screen\/","title":{"rendered":"Creating Custom field in QuickBooks on Customer screen"},"content":{"rendered":"<p>In our previous blog, we discussed about address syncing using our <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/19\/sync-company-address-from-sage-crm-to-quickbooks-using-gumu-integration\/\" target=\"_blank\">GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration<\/a>. Today in this blog, we will be discussing about creating a custom field in QuickBooks which will be later integrated using GUMU&#x2122; integration<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\"><b>New\u00a0Stuff<\/b>:\u00a0<\/span><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/19\/synchronize-contact-between-sage-crm-quickbooks-using-gumu-integration\/\" target=\"_blank\">Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration<\/a><\/p>\n<p>For creating custom field, user will have to follow below steps.<br \/>\n1. Login to QuickBooks. Select your company and Navigate to Additional tab.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-13002\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image01.png\" alt=\"Image01\" width=\"450\" height=\"315\" \/><\/a><br \/>\n2. Click on the Define Fields as shown in the below screenshot and it will open a below screen.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image2.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-13000\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image02.png\" alt=\"Image02\" width=\"450\" height=\"382\" \/><\/a><br \/>\n3. 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.<br \/>\n4. Select Datatype as per your requirement from What Kind of Data column and click OK.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image031.png\"><img decoding=\"async\" class=\"aligncenter wp-image-13001\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image031-300x254.png\" alt=\"Image03\" width=\"420\" height=\"356\" \/><\/a><br \/>\nThis will create custom field and it will be added to corresponding screen. This custom field can be integrated using GUMU&#x2122; Sage CRM \u2013 QuickBooks integration.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image01.png\"><br \/>\n<\/a><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-12999\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/Image04.png\" alt=\"Image04\" width=\"450\" height=\"310\" \/><br \/>\n<strong><span style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif; color: #984806;\"><span style=\"color: #000000;\">About Us<\/span><\/span><i><span style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif; color: #984806;\"><span style=\"color: #000000;\"><br \/>\n<\/span><\/span><\/i><\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<br \/>\n<a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (<a href=\"http:\/\/www.greytrix.com\/Product\/81\/Sage-CRM\/GUMU---Sage-ERP-X3-Integration\" target=\"_blank\">Sage X3<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/18\/Sage-CRM\/GUMU---Sage-100-ERP-Integration\" target=\"_blank\">Sage 100<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/19\/Sage-CRM\/GUMU---Sage-500-ERP-Integration\" target=\"_blank\">Sage 500<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/93\/Sage-CRM\/GUMU---Sage-300-ERP-Integration\" target=\"_blank\">Sage 300<\/a>). It also offers best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/37\/ERP-Development\/Sage-ERP-X3\" target=\"_blank\">Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0<a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>\u00a0helps in\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/68\/Sage-CRM\/ACT-to-Sage-CRM-Migration\" target=\"_blank\">migrating to Sage CRM from ACT<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/Product\/26\/Sage-CRM\/Goldmine-to-Sage-CRM-Migration\" target=\"_blank\">Goldmine<\/a>\u00a0and other CRM\u2019s.<br \/>\nFor more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\" target=\"_blank\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n<p style=\"text-align: left;\"><strong><span style=\"color: #993300;\">Also Read :<\/span><\/strong><\/p>\n<p style=\"text-align: left;\">1. <a title=\"GUMU for Sage CRM \u2013 QuickBooks integration \u2013 Synchronization processes\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/\" target=\"_blank\">GUMU for Sage CRM \u2013 QuickBooks integration \u2013 Synchronization processes<\/a><br \/>\n2. <a title=\"Configuring GUMU for Sage CRM \u2013 QuickBooks Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/configuring-gumu-for-sage-crm-quickbooks-integration\/\" target=\"_blank\">Configuring GUMU for Sage CRM \u2013 QuickBooks Integration<\/a><br \/>\n3. <a title=\"GUMU&#x2122; Integration for Sage CRM is now compatible with Australian Version of QuickBooks\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/03\/25\/gumu-integration-for-sage-crm-is-now-compatible-with-australian-version-of-quickbooks\/\" target=\"_blank\">GUMU&#x2122; Integration for Sage CRM is now compatible with Australian Version of QuickBooks<\/a><br \/>\n4. <a title=\"GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration \u2013 GUMU Scheduler\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/20\/gumu-for-sage-crm-quickbooks-integration-gumu-scheduler\/\" target=\"_blank\">GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration \u2013 GUMU Scheduler<\/a><br \/>\n5. <a title=\"GUMU for SageCRM \u2013 QuickBooks Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/09\/25\/gumu-for-sagecrm-quickbooks-integration\/\" target=\"_blank\">GUMU for SageCRM \u2013 QuickBooks Integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog, we discussed about address syncing using our GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration. Today in this blog, we will be discussing about creating a custom field in QuickBooks which will be later integrated using GUMU&#x2122; integration New\u00a0Stuff:\u00a0Synchronize Contact between Sage CRM-QuickBooks using GUMU Integration For creating custom field, user will\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/30\/creating-custom-field-in-quickbooks-on-customer-screen\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[778,858,1238,1853,1854,1856],"class_list":["post-12966","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-create-custom-field","tag-custom-field","tag-gumu","tag-quickbook-customer","tag-quickbook-integration","tag-quickbooks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating Custom field in QuickBooks on Customer screen - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/30\/creating-custom-field-in-quickbooks-on-customer-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Custom field in QuickBooks on Customer screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog, we discussed about address syncing using our GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration. 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