– Create and use custom fields in QuickBooks Desktop

In addition to general data fields, you can create custom fields to capture specific customer, supplier, employee, product, and service details. You can add custom fields to sales forms and reports to focus on the info that matters most to your business. Note: Learn how many custom fields you can have in each edition of QuickBooks Desktop. Your custom name field now appears in the Additional Info section for the type of people you choose to track.

Your new custom item field now appears on the Custom Fields list for your products and services. You can also add custom item fields to custom transaction templates. Now you can track lots of custom data. Here are a few things you can do with your custom name and item fields. QuickBooksHelp Intuit. Create custom name fields QuickBooks Desktop for Windows Use custom name fields to track specific customer, supplier and employee info.

Select the Customer , Supplier , or Employee menus. Double-click any profile on the list to open and edit it. Select the Additional Info tab. Then select Define Fields. Name your custom field in the Label column. In the Use for column, select the checkbox to add the custom name field to customer, supplier, or employee profiles. You can track the same info for all three groups. Figure 1: The screen shows that two custom fields have been created and information entered.

The pop up screen shows the existing fields noted as 1 and 2. Note: In QuickBooks Pro and Premier you can add up to 15 custom fields text only , but no more than 7 in any names list. The ability to add custom fields to Items works in a similar fashion — but these custom fields are only used for Items.

Figure 3: Track useful details by adding Custom Fields to Items. Figure 4: Add important information to Forms by using Custom Fields. For instance, you may want to add information that only applies to an Estimate or Purchase Order e.

This may not be information that you want to add directly into a specific Name or Item, but would like to add to a form or transaction. It will take place at our Learning Center, and online! Space IS Limited; get your spot while spots remain. You must be logged in to post a comment. Talk with an Expert. Need Help? Phone: Find an Advisor. Chris Low. No Comments. Related Posts. September 24,

Managing Custom Fields in QuickBooks Desktop – QuickBooks Data Migrations & Data Conversions

Visit the Account Management Page. QuickBooksHelp Intuit. Create custom name fields QuickBooks Desktop for Windows Use custom name fields to track specific customer, vendor and employee info. Select the Customer , Vendor , or Employee menus. Double-click any profile on the list to open and edit it. Select the Additional Info tab. Then select Define Fields. Name your custom field in the Label column. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles.

You can track the same info for all three groups. Select Any text to create a free-form text field. Select OK to save the custom field. Frequently Asked Questions. Integrations Help Guide. Rules Engine Guide. General Troubleshooting Guide. Integration Guides No Longer Supported. Can I map custom fields to QuickBooks Desktop line items? You can add rules to map the custom fields In this example, we will map from ShipStation’s custom field 1 to the QuickBooks custom field example field: You must perform these tasks: Add the custom field in QuickBooks.

Assign a QuickBooks template with the field. Select the template in Connex. Map the field. We got it! Thanks for sharing your thoughts with the QuickBooks Design System team. Your feedback helps us make the system better! Skip to content Dropdowns. Use a dropdown when the user needs to pick from a number of values, for example, when a user needs to select a customer or payment type. Resources Sign in to view.

Create and use custom fields in QuickBooks Desktop.How do I map custom fields to QuickBooks Desktop?

 
You’ll start by going to the “Item List” or “Inventory Center” and edit any item. On the right-hand side of the “Edit Item” window, in the middle of the options. I’m wondering if this is because this is a field that was brought over from QB Desktop into QB Online. We will try and work with a new custom. To make a custom field available in the body of a form, create the Item in the related Name List. Then customize your template. You’ll see the custom field as a.