How to Add Custom Fields Mapping in QuickBooks

How to Add Custom Fields Mapping in QuickBooks

This article provides a step-by-step guide on how to add and map custom fields in QuickBooks to ensure seamless integration and data synchronization with PortPro. Custom fields allow for the capture and transfer of specific data points tailored to unique business needs, enhancing reporting and workflow efficiency. Follow these instructions to set up custom field mapping correctly for accurate data management across platforms.

1. Click "Settings"
 

2. Click "Accounting Configuration"
 

3. Click "Quickbooks Setup"
 

4. Click "Custom Mapping." Ensure you have custom fields already set up on the Quickbooks side. An article on this is here: https://quickbooks.intuit.com/learn-support/en-us/help-article/purchase-orders/create-edit-custom-fields-quickbooks-online/L56PQNif3_US_en_US
 

5. Add the custom field from QuickBooks with the field to reference in PortPro.