fantasykillo.blogg.se - Qb sdk how to apply a credit memo to an invoice

#Qb sdk how to apply a credit memo to an invoice update#

In this specific use case, we used a custom drop-down field to select the loan type, as well as the number field to post the appraisal value of the home. While working with a mortgage company that needed to track the value of each home being funded for monthly reporting to the state, the number field made it possible for us to control the format of the data that was being entered. When the number field is used in custom reporting, reports can be filtered by selecting values that are: In addition, only one “.” is permitted within the field which can hold up to 15 digits. #2 – Custom number field: When the number-based custom field is selected, QuickBooks Online will only allow numbers “0-9” and a “.” to be entered.

Companies that wish to see the customer contact number on an estimate or invoice can use the text field to add the information on the document.

Service companies can use the field to reference cross street.

Using the text field to track referred by for customer referrals.

Any errors in data that require the custom field data to be cleaned up before generating reports will find this task very time consuming.

#Qb sdk how to apply a credit memo to an invoice update#

Without the ability to bulk update custom fields on transactions, QuickBooks requires the user to make changes one transaction at a time. This field type allows the user to type anything unfortunately, that freedom also causes reporting errors caused by accidental typos.

#1 – Text & Number field: Since the introduction of the custom fields into QuickBooks Online, the text field has been the standard field available for everyone to use. Step 1: Understanding the four custom field optionsīefore we can dive deeper into some of the specific use cases we have established for our clients, let’s review each of the different field types and suggest a use case for each one. When adding a new custom field to track additional data, you must first choose the data type (custom field type) you would like to use (see Step 1):Īfter selecting the type and category of field, it is time to select which forms you want to use your new custom field and if they should be visible on printed documents (see Step 3). This five-step guide will take you through a deep dive of this powerful feature as we define the different field types by providing use cases. The new custom fields option has quickly become the favorite feature among our clients using QuickBooks Online Advanced, but like any tool, it is important to understand how and when to use it. Now, one year after launch, we have a couple of clients that we purposely upgraded to the new offering … and they are loving it. At first glance, it’s easy to miss all the new features hiding inside QuickBooks® Online Advanced, but once you dive in and start taking advantage of the new tools, you will never look back again.