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Filter, search, and sort with custom fields in QuickBooks Online Advanced

by Intuit Updated 1 month ago

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.

Note: Want to use this feature? You can upgrade to QuickBooks Online Advanced.

Sort your lists by custom field

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.

  1. Go to Sales or Expenses.
  2. Select Invoices (Take me there), Customers (Take me there), or Expenses (Take me there).
  3. Select the Gear icon on the list (not the Gear menu in the Icon Bar).This image shows the open menu of columns you can apply to a list.
  4. Select the checkbox next to a custom field to add it as a column.
  5. Select the Gear icon again to close the window.
  6. Select the Custom Field column header to sort the list alphabetically.

Search for transactions with a specific custom field

See every transaction using a specific custom field. For example, if you create a customer loyalty program custom field, you can search for all transactions using it.

  • Select the Search icon.
    1. Type the custom field value.
    2. Select a transaction from the search results.
  • To filter a transaction, select the Search Magnifying glass search icon. icon, then select Go to transactions search.
    1. Select the transaction type, and the custom field from the dropdown menu.
    2. Enter the value of the custom field in the field next to the Contains or Equals field.
    3. Select Search.

When you run reports, take advantage of custom fields to get deeper insights into your business. For example, you can filter a report to show just the data you’re interested in. Learn how to use custom fields in reports.

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