QUESTION

How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer?

RESOLUTION

Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option.

• On the first screen of Importer, select the OPTIONS button.
• Select the ADVANCED tab.
• Select the option ENABLE CUSTOM FIELDS DEFINED IN QUICKBOOKS COMPANY FILE.
• Click the SAVE button.

After selecting the option, the additional Custom Fields will be visible on the mapping screen in Importer at the bottom of the QuickBooks Fields list. They will be preceded by CFC- for Customer Custom Fields, CFV- for Vendor Custom Fields, and CFI- for Item Custom Fields. The character limitation for Custom Fields in QBDT is 30 characters.

For more information about Custom Fields in QBDT, check out THIS ARTICLE on Intuit's Support site.

**Note that custom fields are not available for all list and transaction types.**