Send Flourish Data To QBO Sales Order Custom Fields

Updated by NIr Malchy

You can set up custom fields on your QuickBooks Online sales orders. 

With Flourish, you can push the Sales Order fields below to the custom fields on the QBO Invoice:

  • Ref Field 1
  • Ref Field 2
  • Ref Field 3
  • Sales Rep

Here is how you'd do that:

  1. In QuickBooks Online: Setup the custom fields
  2. In Flourish Software: 
    1. Sync the field names from QuickBooks Online.
    2. Set the Sales Order fields you want to push to the QBO custom fields.

Setup the QBO Sales Order Custom Fields

Custom field names can only be up to 15 characters long in QBO.
QBO Example

In this example, you set the custom fields "Sales Rep", "Crew Num" and "Driver DL":

QBO Sales Order Custom Fields

Map Flourish Data to the QBO Sales Order Custom Fields

  1. Go to Settings.
  2. Select Integrations.
  3. Click on QuickBooks.
  4. Select the Settings page.
  5. Scroll down to find the Custom Fields section.
    sync custom fileds from QuickBooks
  6. Click .
  7. Flourish syncs the custom fields from QBOQuickBooks Online and displays them.
    The custom fields "Sales Rep", "Crew Num" and "Driver DL" you set in QBO are now in Flourish:

    In Flourish Software

    In QuickBooks Online

    In Flourish Software

    QBO Sales Order Custom Fields
  8. Use the dropdown to set Flourish's data to the QBO customs fields.
    Flourish Software custom fields
  9. Scroll up and click .

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