To make the most of WorkPal and QuickBooks together, understanding how custom fields work is key. These fields allow you to add specific, valuable information directly to your sales invoices in QuickBooks, like a Job Number or a WorkPal Invoice Number, which can significantly streamline your invoicing process. Please note that this may require a custom export to be built.

Subscription Tier Requirements

Whether you can utilise this feature depends on your QuickBooks subscription:

  • The Simple Start subscription unfortunately does not include the custom fields feature.
  • If you have an Essentials or Plus subscription, you can create up to 3 custom fields.
    • For those with an Advanced subscription, you have the flexibility to create up to 10 custom fields.

We've seen many of our customers benefit greatly from using these custom fields, as they make invoicing with WorkPal much more efficient and tailored to their specific needs.

Activating Your New Custom Fields

Once a custom change has been made and deployed, please follow these steps to ensure your new custom fields are correctly set up and visible in QuickBooks:

  1. Export an invoice to QuickBooks from WorkPal.
  2. In QuickBooks, navigate to Settings, then select Custom fields.
  3. You'll need to toggle "Inactive" to "On" to display all available fields.
  4. You'll then see the name of a newly created custom field, likely appearing as "sales1" (or "sales2", "sales3" if there is more than one).
  5. Rename this newly created custom field to something meaningful and relevant to your business (e.g., "Job Number," "WorkPal Ref").
  6. Finally, make the field active.

After completing these steps, you should be able to see your custom field correctly populated on your QuickBooks invoices.

We hope this helps you get the most out of your WorkPal and QuickBooks integration! If you have any questions or need further assistance, please don't hesitate to reach out.