S
SaasAnt
1
Modify All Custom Fields?
In progress
T
Tomato Donkey
Sep 8, 2025

Hello, I see that in the modify template for invoices you are able to enter data for custom field 1, custom field 2, and custom field 3.

QuickBooks lets you create more than 3 custom fields.

(In my specific usecase we have 5.)

Would it be possible to expose custom field columns either:

A) Up to 5 custom fields

or

B) Up to however many custom fields the system detects are available in your particular instance.

Also, this particular quesiton is with regards to Customer Invoices specifically...but the same should apply to other relevant transactions that allow for use/input of custom fields. (Most importantly Customer Credit Memo, Vendor Bill, and Vendor Credit.....but again, there are more like Expenses, Purchase Order etc...)

Thank you!

Comments
S
Sujin Kumar
Sep 24, 2025
Set the status to
In progress
1
T
Tomato Donkey
Nov 12, 2025

Hello, I see that this feature is already partially available because I do see the custom columns now showing up in the import/modify templates. Thank you!!

However, it would also be nice if the custom fields were selectable as part of the "custom download/export template" when you go to download bulk transactions.

EDIT
I see this is already available everywhere for customer invoices, great!!!
Will be great to see this pop up in vendor bills/vendor credit too if possible.

Thanks again!

0