Learn how to create and use enhanced custom fields in QuickBooks Online Advanced.
Custom fields let you track the information that matters most to you and your customers.
In QuickBooks Online Advanced, you can create custom fields (see this article for other QuickBooks versions) for almost anything: sales reps, birthdays, or information unique to your industry. You can add them to sales forms, purchase orders, and customer profiles. This gives you better data and more detailed financial reports.
Enhanced custom fields aren't available for the QuickBooks Mobile App, yet. However, you can continue to use the old experience on mobile.
You can have 10 active custom fields between your sales forms (invoices, expenses, estimates), purchase orders, and customer profiles. Besides text, you can also create custom drop-down, date, and number fields.
Get ideas for custom fields you can create.
You can edit your custom fields on the Custom fields page.
To change a custom field’s name, type, or visibility to customers and vendors, select Edit in the Actions column. Any edits you make here apply to all sales forms, purchase orders, and customer profiles using the field.
You can create as many custom fields as you want and have 10 active fields at a time. To make a field active or inactive:
|Don’t worry about losing old custom field data
If you make a custom field inactive, your past data won’t disappear. You’ll still see the field on sales forms and purchase orders you used it on, but it won’t appear on new forms.
You can also edit your custom fields from sales forms, purchase orders, and customer profiles.
|Important: Keep in mind, any changes you make on forms affect all forms and customer profiles using the custom field, not just this form.|