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Quickbooks Advanced - Invoice Custom Fields
Quickbooks Advanced - Invoice Custom Fields

Enable Invoice custom fields, optionally map to TrueRev Contract custom fields to enable prefilling

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Written by Jason Dubaniewicz
Updated over a year ago

TrueRev communicates with Quickbooks via the Quickbooks API. The Quickbooks API doesn't support all of the functionality that is on the website.

If you manage custom fields in Quickbooks and see a column "CATEGORY" - it means you have a Quickbooks plan that supports extra custom fields like Quickbooks Advanced.

"Customer" custom fields are one thing that isn't supported. TrueRev can't see any of these - even if they are assigned to Invoices.

Follow these rules so TrueRev can see Quickbooks Invoice Custom Fields

https://help.developer.intuit.com/s/article/API-response-not-showing-existing-custom-field

  1. "First three" means from the bottom of the list of fields up - the first three:

    1. "Transaction" category fields

    2. "Text and numbers" type

  2. Make sure these "first three" custom fields are:

    1. Made active - Quickbooks API doesn't recognize active/inactive

    2. Are assigned (all checkboxes checked) to all "Sales" entities: Sales Receipt, Invoice, Estimate, Credit Memo, Refund Receipt

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