Within QuickBooks Online, you have the ability to add custom fields to your Customers, Sales Forms, and Purchase Orders.
Unfortunately, QuickBooks does not expose all of their custom fields for Method to sync with. At the moment, Method ONLY syncs with:
Sales Forms: First three custom fields. The custom fields from the Sales Forms, sync to the estimate, invoice, and sales receipt tables.
Purchase Orders: First three custom fields
Method does not sync with the Customers custom fields.
Furthermore, even though the first three custom fields will sync over to Method where you can customize screens to access the fields, there are still limitations to the custom fields once they have synced over:
Custom fields cannot be renamed after they sync to Method.
In the below example, the QuickBooks invoice template has been customized to include three custom text fields: Region, Rink Type, and Season.
When you first create these three custom fields, they will sync over to Method's Invoice table with the same names. In the case of an illegal character, such as a space, this will be removed.
The below screenshot highlights in green the three custom fields we created for the Invoice table as seen in Method:
Once created, the names of the custom fields cannot be edited! Doing so will generate a sync conflict, so do not rename or delete a custom field in QuickBooks Online after you have created it.
Custom Fields in QuickBooks Online Advanced
As per the documentation for QuickBooks Online Advanced, in order for any custom field to sync, the following conditions need to be met:
Custom Field Type: Only custom fields of type Text and Number are supported. Fields of other types (such as dates or drop-downs) do not sync.
Custom Field Position: Similar to above, the custom fields must be among the first three fields configured in QuickBooks Online Advanced.
Category Setting: The custom field should be categorized under 'Transaction'.
Sales and Purchase Forms: All Sales or Purchase form options must be checked for the custom field to sync. For example, for Sales-related fields, all Sales forms (such as Sales Receipt, Invoice, Estimate, Credit Memo, and Refund Receipt) need to be enabled. Similarly, for Purchase forms, the related options must be selected.