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How to add custom field?

 
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How to add custom field?

Hello furnituremedic,

 

The Custom fields function for customer transactions (invoice, estimate, credit memo, sales receipt, and refund receipt) is available in QuickBooks Online Essentials and Plus. Here's how to turn it on:

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select the Sales tab and go to the Sales form content section.
  3. Under Custom fields, enter the field name .
  4. Mark the Internal and Public boxes.
  5. Click Save and Done.

You can also edit the sales forms from the Custom Form Style page to add the custom fields. Here's a link for reference: Customise your Invoices, Quotes, and Sales Receipts.

 

Meanwhile, the purchase order function and its associated custom fields are only available in QuickBooks Online Plus.

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select the Expenses tab and go to the Purchase orders section.
  3. Mark the Use purchase orders box.
  4. Under Custom fields, enter the field name and mark the tick box next to it.
  5. Click Save and Done.

If you're not using any of the mentioned versions, I'd recommend upgrading your plan.

 

I'll be right here if you have more questions about the custom fields.