QuickBooks Desktop Custom Fields

QuickBooks Desktop Custom Fields

Simple tips to Manage QuickBooks Online Custom Fields

Learn to Use QuickBooks Online Custom Fields in Sales Forms, Invoices, and Customer Records

Does QuickBooks Online enable you to add custom fields? Yes, however your options are limited to text fields only in a couple of modules.

Just how many custom fields is it possible to add in QuickBooks Online?

QuickBooks gives you:

Two custom fields in the Customers module marked “Other” and “Notes”

Three custom fields in the Sales Forms module (for invoicing, estimates, and sales receipts)

For some QBO users, these fields might be enough. But if you’re like a number of other smaller businesses you almost certainly need more. Without doubt you've got lots of customer info - there’s just no spot to place it QuickBooks Online.

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However, you have some options.

Third-party QuickBooks Online integrations like QB will help. QB allows you to sync and store all of your extra QuickBooks Online customer information (but more on that later).

Into the following article, we coach you on steps to make probably the most of QuickBooks Online custom fields. Continue reading and learn how to add, create, and edit custom fields.

What exactly is a Custom Field?

A custom field is a distinctive data entry that will help you store and segment your email address into lists and groups. A company might add a custom field within their contact management software to record a customer’s last purchase, a site update, additional phone numbers, and sometimes even birthday.

Custom field data is always unique to your own personal business or organization’s needs. Customer relationship management software (CRM) that supports custom fields will normally provide you with several custom field data types to keep customer information consistent.

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Custom field types include:

Text fields - open fields that enable you to definitely enter any text or string of characters

Dropdowns or selects - selectable, predefined fields that intentionally limit options

Number fields - fields that only accept a number entry

Date/time fields - fields that only accept a date/time entry

Phone number fields - only accept a string of numbers formatted as an unknown number

Radials - displayed as a round box for on/off or yes/no binary options

Checkboxes - displayed as a checkmark for on/off or yes/no binary options

Note: QuickBooks custom fields only support text. You can’t use QuickBooks Online for advanced custom fields like dropdowns, selects, or radials. Have a look at QuickBooks Desktop to get more options.

How to Add Custom Fields to an individual in QuickBooks Online:

It’s worth noting that QuickBooks on the internet is a small business accounting software. It isn’t specifically designed to handle contacts and customer relationships. 

You’ll desire to consider a CRM or contact management software like QB to handle your web visitors. Both tools do a better job storing customer information because they both support advanced custom fields.

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QuickBooks gives you “Other” and “Notes” as fields. These fields aren’t normal custom fields. Nevertheless they do enable you to store additional customer information.

Suggested Article: Are You Currently Ready for a QuickBooks CRM?

Quick Start: how exactly to Add a Custom Field to a person in QuickBooks Online

Through the Dashboard click Sales, then click on Customers.

Search or select a customer to view their information.

Click Edit to edit customer information.

Type information in to the Other field or Notes field.

1. From the Dashboard click Sales, then click on Customers.

QuickBooks Dashboard Sales Customers

2. Search or select a person to see and edit their information.

Sales Edit QuickBooks Customer

3. Click the edit button within the upper right-hand corner to edit the customer’s information.

Other and Notes Fields in QuickBooks

4. Type into one other field or perhaps the Notes filed. They are not labeled as custom fields but they are text fields that function in the same manner.

Just how to Create Custom Fields in QuickBooks Online Sales Forms

You can use QuickBooks Online to add a custom field to invoices, estimates, and sales receipts. Sales Forms give you three distinct, labeled custom field options. There are also different ways to customize QuickBooks Online invoices, estimates, and receipts.

Note: Adding these fields to Sales Forms will populate them across your entire sales forms. This includes estimates, invoices, and sales receipts.

Quick Start: How Exactly To Add Custom Fields to all the QuickBooks Sales Forms

Click on the gear icon into the upper right corner and choose Account and Settings.

Select Sales and then click the pencil icon to edit the Sales Form Content section.

Enter a Name into each field and choose Internal or Public.

Click Save.

1. Click the Gear icon at the top of your QuickBooks Online Dashboard, then select Account and Settings.

Quickbooks Online Dashboard

2. Choose Sales and click the pencil icon to edit the Sales Form Content section.

QuickBooks Online Account and Settings

3. Enter a Name into each field under the title Custom Fields. Select whether you want the field to be Internal or Public.

Note: QuickBooks limits the title of your custom field to 15 characters. Select "Internal" to show the field in QuickBooks. Select "Public" to show the field on customer forms. You’ll need certainly to mark a custom field as Internal if your wanting to can mark it as Public.

QuickBooks Online Custom Fields

4. Finally, click Save to save lots of your entries.

Quick Start: how exactly to Add Custom Fields to Invoices, Estimates, and Sales Receipts

Adding a custom field to a QuickBooks Online invoice is easy. But keep in mind QBO only allows you three custom fields.

Suggested Article: The Best Help Guide To QuickBooks Online Invoicing

Suggested Article: How Exactly To Customize QuickBooks Online Invoice Templates

Click Sales and select All Sales.

Click the New Transaction button and select Estimate, Invoice, or Sales Receipt.

Click the Gear icon to edit existing custom fields or add new ones.

Close form settings to save lots of your fields.

1. From the QuickBooks Online Dashboard head to Sales and choose All Sales.

QuickBooks Dashboard All Sales

2. within the upper right-hand corner click New Transaction and select Estimate, Invoice, or Sales Receipt to create a fresh QuickBooks Online invoice.

QuickBooks Online Create New Invoice

3. Once within the blank sales form, click the Gear icon when you look at the upper right-hand corner. This may open form customization options. 

QuickBooks Online New Invoice

4. With form settings open you can now add your custom field to your sales form. You've got three blank custom fields.

Edit QuickBooks Online Sales Form Custom Fields

5. Close form settings to truly save your custom fields. With your custom fields saved, they will now think about all your sales forms including invoices, estimates, and sales receipts.

How QB Solves Your QuickBooks Online Custom Field Problem

You need a location to store all of your customer information. This place must be easily accessible and flexible enough to support your unique business needs. 

QB is an advanced custom fields plugin that provides you a smarter solution to access your QuickBooks Online customers.