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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
EvethC
QuickBooks Team

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In QuickBooks Online (QBO), you can only add custom fields to transactions manually created on the platform, not to downloaded transactions, @JTEH. For tracking specific transactions, such as bank deposits, using the invoice form is effective. I'll provide more details on how to do this.

 

Custom fields in QBO are intended for sales forms like invoices, estimates, and sales receipts rather than for downloaded transactions. This limitation can make it challenging to track and report incoming sales transactions categorized through bank deposits using custom fields.

 

However, if you utilize the account for your bank deposits, you can apply custom fields on the invoice, which then serves as your tracking base for the reports. For additional transactions, you can view them in the register, where you can edit them to include the custom field you created.

 

For more information on the capabilities and limitations of custom fields in QBO, check out this article: Migrate tags to custom fields in QuickBooks Online.

 

Furthermore, you may want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.

 

Also, this article will guide you on how to save a specific report for future reference: Save a customized report in QuickBooks Online.

 

If you need more help adding custom fields or have other questions, please don't hesitate to contact us. The Community is here to assist you.

 

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