{"id":12981,"date":"2016-06-30T16:23:25","date_gmt":"2016-06-30T16:23:25","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12981"},"modified":"2022-11-04T10:49:22","modified_gmt":"2022-11-04T10:49:22","slug":"creating-custom-field-in-quick-books-on-order-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/30\/creating-custom-field-in-quick-books-on-order-screen\/","title":{"rendered":"Creating Custom field in QuickBooks on Order Screen"},"content":{"rendered":"

In our previous blog, we have gone through with the steps for creating custom field on customer screen<\/a>. This is the continuation of the same where we will be discussing about the steps for adding Custom field on Sales order screen.<\/p>\n

New\u00a0Stuff<\/b>:\u00a0<\/span>Creating Custom field in QuickBooks on Customer screen<\/a><\/p>\n

For adding any field on Sales Order screen, first user will have to create a custom field on Customer\u00a0screen. Once you have added a custom field on customer\u00a0screen then please follow the below steps for adding field on Sales order screen.
\n1. Login to Quickbooks and navigate to Sales order screen.
\n\"Image1\"<\/a>
\n2. Click on the Formatting<\/strong> tab and click on the Customized Data Layout<\/strong> which will open a Additional customization<\/strong> screen as shown below.
\n\"Image2\"<\/a>
\n3. Check the Checkbox on the screen column to Add your custom field on Order screen.
\n\"Image3\"<\/a>
\n4. Now click on the Ok button and it will add your custom field on Order screen.
\n\"Image4\"<\/a>
\nThis will create custom field and it will be added to corresponding screen. This custom field can be integrated using GUMU™ Sage CRM \u2013 QuickBooks integration.
\nAbout Us<\/span><\/span>
\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.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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. New\u00a0Stuff:\u00a0Creating Custom field in QuickBooks on Customer screen For adding any field on Sales\u2026 Read More »<\/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":[778,1238,1852,1854,1855,1856],"class_list":["post-12981","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-create-custom-field","tag-gumu","tag-quickbook-custom-field","tag-quickbook-integration","tag-quickbook-order","tag-quickbooks"],"yoast_head":"\nCreating Custom field in QuickBooks on Order 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-quick-books-on-order-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 Order Screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog, we have gone through with the steps for creating custom field on customer screen. 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