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Overview of custom fields capabilities in QuickBooks Online

by Intuit•4• Updated 2 weeks ago

Learn about the capabilities and limitations of custom fields by reading this help article and FAQ.

On March 17th 2025, we added custom fields to most plans, as shown in the table below. We’ve also expanded the capabilities of custom fields to support both sales and expense forms. Each custom field will support up to 100 values with a dropdown format.

Plan levelFrom: # of custom fieldsTo: # of custom fields per transaction
Simple Start01 per transaction
Essentials3 in total4 per transaction
Plus3 in total4 per transaction
Advanced12 per transaction12 per transaction

Note: There’s no limit to the number of transactions that can have custom fields. The only limit is the number of custom fields a transaction can have. For example, if you use QuickBooks Online Simple Start, you can have 1 custom field on every transaction, and you can pick from 100 values in your dropdown list.

Add custom fields to sales and expense forms

Learn how to add custom fields to your sales forms and purchase orders in QuickBooks Online.

FAQs

Which regions are affected?
This is a global change to QuickBooks Online and affects all customers worldwide.

All about custom fields

Data types for custom fields have increased
Custom field capabilities have expanded. Now all plans support a dropdown per custom field.

Plan LevelFormatUse on
QuickBooks Online Simple StartDropdown listTransactions
QuickBooks Online EssentialsDropdown list or text fieldTransactions
QuickBooks Online PlusDropdown list or text fieldTransactions
QuickBooks Online AdvancedDropdown list or text, number, date fieldsTransactions, Customers, Suppliers, Projects

Number of values available
Each custom field has 100 values. For example, if you are a QuickBooks Online Simple Start subscriber, you have 1 custom field containing 100 values. Let’s say you have 60 tags that track different areas of your business. You can add those 60 tags, or values, to your custom field.

Previously, only Advanced had the dropdown option. Now all plans have a dropdown for each custom field. For example, Simple Start has 1 dropdown with 100 values. Whereas, Essentials has 4 dropdowns with 100 values each.

Plan LevelNumber of Custom FieldsTotal Number of Values
QuickBooks Online Simple Start1100
QuickBooks Online Essentials4400
QuickBooks Online Plus4400
QuickBooks Online Advanced121200

Can I add and remove custom fields like I do with tags?
Yes. For example, if you want to notate a transaction for review, you can do that with a custom field. Once the transaction has been reviewed, you can remove the custom field.

Which forms support custom fields?
Both sales and expense forms support custom fields. QuickBooks Online Plus and QuickBooks Online Advanced are the only plans that support Purchase Orders.

Plan LevelSales FormsExpense Forms
QuickBooks Online Simple StartInvoice, Estimate, Sales receipt, Credit note, Refund receiptExpense, Cheque, Bill, Supplier credit, Credit card credit
QuickBooks Online EssentialsInvoice, Estimate, Sales receipt, Credit note, Refund receiptExpense, Cheque, Bill, Supplier credit, Credit card credit
QuickBooks Online PlusInvoice, Estimate, Sales receipt, Credit note, Refund receiptPurchase order, Expense, Cheque, Bill, Supplier credit, Credit card credit
QuickBooks Online AdvancedInvoice, Estimate, Sales receipt, Credit note, Refund receiptPurchase order, Expense, Cheque, Bill, Supplier credit, Credit card credit

Which reports support custom fields?

ReportsSimple StartEssentialsPlusAdvanced
Who owes you
A/R ageing detail❌✅✅✅
Customer Balance Detailâś…âś…âś…âś…
Collections Reportâś…âś…âś…âś…
Open Invoicesâś…âś…âś…âś…
Invoice Listâś…âś…âś…âś…
Sales and customers
Customer Contact Listâś…âś…âś…âś…
Sales by Class Summaryâś…âś…âś…âś…
Sales by Customer Detailâś…âś…âś…âś…
Sales by Customer Summaryâś…âś…âś…âś…
Estimates by Customerâś…âś…âś…âś…
Sales by Customer Type Detailâś…âś…âś…âś…
Sales by Location Detail❌❌❌✅
Inventory Valuation Detail❌❌✅✅
Sales by Location Summaryâś…âś…âś…âś…
Sales by Product/Service Detailâś…âś…âś…âś…
Sales by Product/Service Summaryâś…âś…âś…âś…
Transaction List by Customer❌✅✅✅
Sales by Class Detail❌❌❌✅
What you owe
Unpaid Billsâś…âś…âś…âś…
Expenses and suppliers
Transaction List by Supplierâś…âś…âś…âś…
Supplier Contact Listâś…âś…âś…âś…
For my accountant
Transaction Detail by Accountâś…âś…âś…âś…
Transaction List with Splitsâś…âś…âś…âś…
Transaction List by Dateâś…âś…âś…âś…
Recent Transactionsâś…âś…âś…âś…

Can I create a P&L report by custom field?
No. This capability doesn't exist.

Can I add custom fields within bank feeds and rules?
No. However, you can manually add them to your transactions and sales and expense forms.

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start