Custom Fields In Fourlane CX and Syncing w/QuickBooks

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Recap
Fourlane team members discussed the setup and management of custom fields in QuickBooks and how they integrate with CX. The key points were that custom fields must be created in QuickBooks first before they can be used in CX, and that third-party applications like CX cannot read dropdown lists in QuickBooks custom fields, so they should be set up as free-text fields. It was recommended that a single point of entry workflow be used, where all customer and invoice information is entered in CX to ensure data consistency and avoid duplication of effort, as this is a best practice for integrating with QuickBooks.

Key points
1. Custom fields in CX must first be set up in QuickBooks, as CX cannot create new custom fields.
2. CX cannot read drop-down lists from QuickBooks; if a drop-down list is needed, it must be replicated in CX.
3. The recommended workflow is to have a single point of entry, either in CX or QuickBooks, to maintain data consistency.
4. The drop-down list for "Project Manager" can be edited in two places in CX: the "Additional Info" tab and the transaction screen.
5. When designing CX, the key areas to consider are custom fields, drop-down lists, and establishing a consistent data entry workflow.
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