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tlg.bks@gmail.co
Level 1

Can a custom field be added to the line detail of a bill? I have a GL account called Food Costs but want to further categorize using a custom field on ea detail line

For example, I have expense codes like Bakery, Poultry etc.
When I enter the bill I would like to break out each type of food cost by assigning a custom expense code.  
1 Comment 1
Amanda-B
QuickBooks Team

Can a custom field be added to the line detail of a bill? I have a GL account called Food Costs but want to further categorize using a custom field on ea detail line

Good afternoon, tlg.bks@gmail.co.

 

Thanks for reaching out to the Community for support. I'd be happy to guide you in the right direction.

 

QuickBooks Online provides the option to add items to inventory, and assign the associated expense codes to each product, so it automatically populates on you invoices without having to enter it manually. Let me show you how:

 

First, you'll need to turn on inventory tracking if you havent already. Then follow these steps below.

 

  1. Go to Settings and select Products & services
  2. Select New to add a product or service. Then select Inventory.
  3. Add a Name* and SKU for what you're tracking.
  4. Select the category from the Category dropdown. Tip: Categories let you group your products and services together so they’re easier to find.

Here's a guide for reference. You'll also find more detailed information about adding products and services.

 

If you require further assistance, I recommend reaching out to the support team outside of the Community. They'll be able to view your screen in order to better assist you. You can reach them by following these steps:

 

Schedule a Callback: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback

 

If you have any other questions, feel free to reach back out here.

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