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Quickbooks:  Create a new Customer Transaction Type

gzarnick
gzarnick asked
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Medium Priority
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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?
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Business Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018
Commented:
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

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Commented:
The customer center defining the field should work.  THanks
JohnBusiness Consultant (Owner)
Most Valuable Expert 2012
Expert of the Year 2018

Commented:
I am pleased to have assisted. Thank you. ... T
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