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QuickBooks Team
QuickBooks Team

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Thanks for checking in with us, SW148.

 

We can create and use enhanced custom fields in QuickBooks Online  (QBO) Advanced. You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and vendor). Here's how:

  1. Go to the Gear icon on the top menu.
  2. Select Custom fields.
  3. Choose Add custom field. If you’ve already created a field, you’ll see Add field instead.
  4. Give your custom field a name. Select the type of data that will go in your custom field: Text and numberNumber onlyDate, or Dropdown list. If you select Dropdown list, enter the items in the list.
  5. Choose the category the custom field belongs to: CustomerTransaction, or Vendor. Customer fields are for customer profiles, and vendor fields are for vendor profiles. You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks).
  6. Select the forms where you want the custom field to appear. Note: To use custom fields in purchase orders, you need to turn on purchase orders for your company first.
  7. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on forms. You can show customers or vendors up to three custom fields on each form.
  8. Press Save.

 

To learn more about this one, see the Create and edit custom fields in QuickBooks Online Advanced article. If you are referring to importing a list of your products and services, see the Import products and services into QuickBooks Online article for the steps and details. You can also import custom form styles for invoices or estimates in QBO.

 

For more tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference.

 

I'd like to know how you get on after trying the steps or if you are referring to something else as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Have a great day ahead. 

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