Hello, Dave.
Since you're still unable to get the result that you need with the custom field, I suggest reaching out to our Customer Support team. They can get into your account in a secure environment and help you with setting up your custom fields.
Follow the steps below on how to reach them:
- From your QuickBooks Desktop account, click the Help menu at the top.
- Select QuickBooks Desktop Help.
- Provide some information about this concern in the search box.
- Click the Contact Us link at the bottom of the window.
- You'll now be provided with a few support options.
- Select Get a call to arrange a callback from a support agent. Or Start a chat to chat with them directly.
You can check this article for more information about the different types of support we offer and their availability: Contact QuickBooks Desktop support.
For more information about using custom name fields to track specific customer, vendor, employee info, products, services you sell, and custom item fields to sales forms, check out this article: Create and use custom fields in QuickBooks Desktop.
I'm always here if you need more help with your custom fields. Let me know by leaving a reply below. Have a great rest of the day!
