QUESTION

Can Custom Fields be imported into QuickBooks Online using Rightworks Transaction Pro Importer?

RESOLUTION

Yes, Custom Fields can be imported into QuickBooks Online using Importer. *Note: Only the first 3 custom fields created will be available. This is a limitation of the QuickBooks Online API.

Custom Fields are supported in QuickBooks Online for the following transaction types:

• Invoices
• Sales Receipts
• Refund Receipts 
• Credit Memos
• Estimates

To access the Custom Fields in QuickBooks Online, click on the Gear icon in the upper right-hand corner of QuickBooks Online and then click Custom Fields under the List section.

After creating Custom Fields in QuickBooks Online, the Custom Fields will be visible at the bottom of the Importer mapping screen for the applicable import types.