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Overview of custom fields capabilities in QuickBooks Online

by Intuit•671• Updated 1 week ago

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

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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
QuickBooks LedgerNot applicableNot applicable
QuickBooks Online Simple Start01 per transaction
QuickBooks Online Essentials3 in total4 per transaction
QuickBooks Online Plus3 in total4 per transaction
QuickBooks Online 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.

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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, Vendors, 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 QuickBooks Online Advanced had the dropdown option. Now all plans have a dropdown for each custom field. For example, c1q3TgEifQuickBooks Online Simple Start has 1 dropdown with 100 values. Whereas, QuickBooks Online 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 memo, Refund receiptExpense, Check, Bill, Vendor credit, Credit card credit
QuickBooks Online EssentialsInvoice, Estimate, Sales receipt, Credit memo, Refund receiptExpense, Check, Bill, Vendor credit, Credit card credit
QuickBooks Online PlusInvoice, Estimate, Sales receipt, Credit memo, Refund receiptPurchase order, Expense, Check, Bill, Vendor credit, Credit card credit
QuickBooks Online AdvancedInvoice, Estimate, Sales receipt, Credit memo, Refund receiptPurchase order, Expense, Check, Bill, Vendor credit, Credit card credit

Which reports support custom fields?

ReportsQuickBooks Online Simple StartQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Advanced
Business overview
Transactions - adjusted gains/losses❌❌❌✅
Transactions - realized gains/losses❌❌❌✅
Who owes you
A/R aging detail report❌✅✅✅
Customer balance detail reportâś…âś…âś…âś…
Collectionsâś…âś…âś…âś…
Open invoicesâś…âś…âś…âś…
Invoice Listâś…âś…âś…âś…
Sales and customer reports
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 vendors
Open purchase order list by vendor❌❌✅✅
Transaction list by vendorâś…âś…âś…âś…
Vendor contact listâś…âś…âś…âś…
Sales tax
Taxable sales detail❌❌❌✅
Taxable sales summary❌❌❌✅
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 LedgerQuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start