Learn how to use custom fields to organize and track data in QuickBooks Online Advanced.
Custom fields let you track specific data across your sales forms, purchase orders, and customer profiles. You can create custom fields to track everything from sales reps to special customer information.
You can also use your custom fields to organize lists, narrow search results, and filter financial reports. This helps you track specific details that are important to your business.
Organize your invoice, customer, and expense lists so they’re easier to read. For example, you can sort your invoices by sales rep to see which transactions each one worked on.
See every transaction using a specific custom field. For example, if you created a customer loyalty program custom field, you can search for all transactions using it.
Use custom fields to filter your reports to focus on specific details. For example, if you only want to see sales on Profit and Loss reports by sales reps, you can apply your custom field as a filter.
You can also add custom fields as columns on reports.
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