There are two types of custom fields: Entity (Customer, Vendor, or Employee), and Item (Inventory, Assembly, Non-Inventory, Service, Other Charge, Discount, Payment). QQube supports the current number of custom fields used by Intuit:
There are two things that are necessary to remember.
By design QQube names the fields generically, e.g. SalesTxn Entity Custom Field 01, or SalesTxn Line item Custom Field 01. This is to:
There are 5 types of Custom Fields in QQube:
Some subjects have 12 Transaction based Entity Custom Fields, and some have 24.
If a subject has transactions from both the customer side and vendor side, then there will be 24; the first twelve represent possible customer/job custom fields, and the second 12 represent vendor custom fields (for Purchase Orders).
Subjects like Sales would only have 12 because there are only 12 available custom fields for customer/job. The same logic applies to the Purchase Subject which would contain 12 possible vendor custom fields, and Payroll, which would contain 12 possible employee custom fields.
We have included an easy-to-use reference to determine the Custom Field Names using the Excel Add-In. By default the QuickBooks Company Setup subject is listed in the manual refresh area, and that choice loads all lists, custom field definitions, etc.
If you invoke the Select Assistant on the Excel Add-In, locate the Custom Fields Listing as shown here:
The resulting list will show the Name of the Custom Field in QuickBooks, and how it corresponds to the QQube naming convention.
In this example the Custom Field Birthday is listed as Customer Custom Field 02 and will be listed in the QQube Customer Folder, and is also labeled as JobTxn Entity Custom Field 02 when used in Job Cost Details.
We have found that the best way to avoid having to reload from scratch, and from having to change the resulting reports is to use prefixes.
01-Custom Field 0102-Custom Field 02
This way, no matter what you name the field - as long as you keep the prefix - the custom fields will always come out in the same order. Even if you add custom fields later.
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