QuickBooks Desktop Custom Fields

 How to Manage QuickBooks Online Custom Fields

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

Does QuickBooks Online permit you to add custom fields? Yes, but your options are restricted to text fields only in a couple of modules.

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 could be enough. But if you’re like many other small enterprises you probably need more. No doubt you've got plenty of customer info - there’s just no location to place it QuickBooks Online.

However, you have some options.

 QuickBooks Desktop Custom Fields like QB can really help. QB allows you to sync and store all your extra QuickBooks Online customer information (but more about that later).

In the following article, we coach you on how to make the most of QuickBooks Online custom fields. Read on and learn how to add, create, and edit custom fields.

What exactly is a Custom Field?

A custom field is a unique data entry that can help you store and segment your contact information into lists and groups. A company might add a custom field in their contact management software to record a customer’s last purchase, a site update, additional cell phone numbers, if not birthday.

Custom field information is always unique to your own 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.

Related Post: https://globelaccountant.weebly.com/blogs/quickbooks-desktop-custom-fields

Custom field types include:

Text fields - open fields that enable one to 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

Telephone 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. Take a look at QuickBooks Desktop for more options.

Related Post: https://kevindelton2.wixsite.com/accountsinfo/post/quickbooks-desktop-custom-fields

How exactly to Add Custom Fields to a person in QuickBooks Online:

It’s worth noting that QuickBooks Online is a small business accounting software. It really isn’t specifically designed to control contacts and customer relationships. 

You’ll desire to consider a CRM or contact management software like SnapDesk to control your prospects. Both tools do a better job storing customer information since they both support advanced custom fields.

QuickBooks gives you “Other” and “Notes” as fields. These fields aren’t normal custom fields. But they do permit 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 Customer in QuickBooks Online

Through the Dashboard click Sales, then click on Customers.

Search or select an individual to look at their information.

Click Edit to edit customer information.

Type information into the Other field or Notes field.

1. Through 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 when you look at 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. These are not labeled as custom fields however they are text fields that function in the same way.

Just how to Create Custom Fields in QuickBooks Online Sales Forms

You can make use of 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 alternative methods 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 to Add Custom Fields to all the QuickBooks Sales Forms

Go through the gear icon in the upper right corner and select Account and Settings.

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

Enter a Name into each field and select 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 then click the pencil icon to edit the Sales Form Content section.

QuickBooks Online Account and Settings

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

Note: QuickBooks limits the title of one's custom field to 15 characters. Select "Internal" to show the field in QuickBooks. Select "Public" to demonstrate the field on customer forms. You’ll need certainly to mark a custom field as Internal before you can mark it as Public.

QuickBooks Online Custom Fields

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

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

Adding a custom field to a QuickBooks Online invoice is not hard. But bear in mind QBO only allows you three custom fields.

Suggested Article: The Greatest Guide to QuickBooks Online Invoicing

Suggested Article: Simple Tips To Customize QuickBooks Online Invoice Templates

Click Sales and select All Sales.

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

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

Close form settings to save your fields.

1. From the QuickBooks Online Dashboard go to Sales and select All Sales.

QuickBooks Dashboard All Sales

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

QuickBooks Online Create New Invoice

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

QuickBooks Online New Invoice

4. With form settings open it's simple to add your custom field to the sales form. You have got three blank custom fields.

Edit QuickBooks Online Sales Form Custom Fields

5. Close form settings to save your custom fields. With your custom fields saved, they're going to now reflect on your entire sales forms including invoices, estimates, and sales receipts.

How SnapDesk Solves Your QuickBooks Online Custom Field Problem

You will need a location to keep all your customer information. This place must be easily accessible and flexible enough to support your specific business needs. 

SnapDesk is a sophisticated custom fields plugin that provides you a smarter way to access your QuickBooks Online customers.