# Custom Fields in Tally for QuickBooks

> Sync your QuickBooks custom field definitions into Salesforce, see which QuickBooks objects each applies to, and fill them in on the invoices, estimates, sales receipts and purchase orders you build in Salesforce.

Source: https://gettally.io/quickbooks/features/custom-fields

Plan: Tally Growth and Tally Scale

## What it does

- Sync from QuickBooks in the Tally Hub reads the definitions from your QuickBooks preferences.
- QuickBooks Online Advanced companies can switch on Enable Custom Fields API (Advanced) to bring in every field with its data type and objects; if it returns nothing, the standard sync is used.
- Field types Text, Number, Date, Yes / No and Dropdown; active and print-on-form flags.
- Only active fields appear on documents; values go to QuickBooks when the document is created.
- The Easy Setup invoice and sales receipt Flow actions take a Custom Fields Collection.

## Sync

- QuickBooks to Salesforce: field definitions.
- Salesforce to QuickBooks: the values entered on documents built in Salesforce.

## Questions

### How do my QuickBooks custom fields get into Salesforce?

Open Sync Custom Fields in the Tally Hub and press Sync from QuickBooks. Tally reads your custom field definitions from QuickBooks and lists them by the object they apply to.

### Which objects can a custom field apply to?

The manager groups fields under Invoices, Estimates, Sales Receipts, Credit Memos, Refund Receipts, Purchase Orders, Bills, Expenses, Vendor Credits, Customers and Vendors, following the objects each field is set up for in QuickBooks.

### What field types are supported?

Text, Number, Date, Yes / No and Dropdown. Each field shows its type, whether it's active, and whether it prints on the form.

### Where do the fields show up in Salesforce?

On the invoice, estimate, sales receipt and purchase order builders, as inputs next to the other document fields. Whatever the rep enters goes to QuickBooks Online with the document, and the read-only views show it afterwards.

### Do I need QuickBooks Online Advanced?

No for the standard sync, which reads custom fields from your QuickBooks preferences. QuickBooks Online Advanced companies can also turn on the Custom Fields API (off by default), which brings in every field with its data type and the exact objects it applies to. If that API returns nothing, Tally falls back to the standard sync on its own.

### Can a Flow fill in custom fields?

Yes. The Create Invoice on QBO - Easy Setup and Create Sales Receipt on QBO - Easy Setup Flow actions take a Custom Fields Collection, so automated documents carry the same fields.

## More

- All features: https://gettally.io/quickbooks/features.md
- Pricing: https://gettally.io/quickbooks/pricing.md
- Book a demo: https://gettally.io/book-a-demo