
Set up custom fields for sales, expenses, and suppliers in QuickBooks
by Intuit•17• Updated 3 weeks ago
Learn how to create custom fields for your invoices, sales receipts, refund receipts, estimates, credit notes, purchase orders, expenses, bills, cheques, supplier credits, and credit card credits. This gives you the flexibility to add custom data and drive insights through detailed reports.
🛈 This article is for customers who use QuickBooks Online Simple Start, Essentials, Plus, and Advanced. |
If you use QuickBooks Online Advanced, here's how to add and manage custom fields.
Know the usage limits for custom fields
Learn about the usage limits for custom fields based on your QuickBooks Online subscription.
Plan level | Number of custom fields per transaction |
Simple Start | 1 per transaction |
Essentials | 4 per transaction |
Plus | 4 per transaction |
Advanced | 12 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 Simple Start, you can have 1 custom field on every transaction, and you can pick from 100 values in your dropdown list.
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