Quickbooks:  Create a new Customer Transaction Type

Posted on 2009-02-11
Last Modified: 2013-12-12
We are running Quickbooks Enterprise 9 and we are trying to add a new customer transaction type.  What we really need is one called: Specification Registration so we can give credits to some of our reps and be able to sort the credits.

Any help?
Question by:gzarnick
    LVL 89

    Accepted Solution

    Do you want a new transaction? Lists -> Item List and add a new item.

    Or do you want a new field? Customer Center -> Select Customer -> Edit -> Additional Info -> Define Fields. You can normally report on these fields once you have set them up.
    .... ThinkPads_User
    LVL 5

    Author Closing Comment

    The customer center defining the field should work.  THanks
    LVL 89

    Expert Comment

    by:John Hurst
    I am pleased to have assisted. Thank you. ... T

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