Several of the features of CCRQInvoice require the use of custom fields. This is a feature of QuickBooks that provides you with a limited number of “user defined” fields where you can store additional information. The installation wizard will help you set up the custom fields, or select ones that already exist, when they are needed.
You can go to the Practical QuickBooks blog at http://qbblog.ccrsoftware.com/2008/07/custom-fields-i.html for a tutorial on custom fields in QuickBooks.
To summarize:
• You can define up to 7 custom fields in the QuickBooks customer list.
• Custom fields in the customer list can be added as fields in the header (or footer) of your invoice, sales order and estimate templates.
• You can define up to 5 custom fields in the QuickBooks item list.
• Custom fields in the item list can be added as columns in the detail section of your invoice, sales order and estimate templates.
• You must edit your templates to add the custom fields – third party programs like CCRQInvoice do not have the ability to add them to the templates themselves.
• You must use the template when you create the order for it to reliably contain the needed information. If you change the template after the order is created you might not get the results you expect.