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Create and edit custom fields in QuickBooks Online Advanced

SOLVEDby QuickBooksQuickBooks Online52Updated 4 weeks ago

Learn how to create and use enhanced custom fields in QuickBooks Online Advanced.

Custom fields let you track the information that matters most to you and your customers.

In QuickBooks Online Advanced, you can create custom fields for almost anything: sales reps, customer types, vendor IDs, PO numbers, or info unique to your industry. You can add custom fields to sales forms, purchase orders, expense forms, customer profiles, and vendor profiles. This gives you more flexibility to add custom data and drive insights through detailed reports.

Note: Want to use this feature? You can upgrade to QuickBooks Online Advanced. If you don't have QuickBooks Online Advanced, here's how to add custom fields for other QuickBooks versions.

Create custom fields

You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and vendor).

Besides text, you can also create custom dropdown, date, and number fields.

  1. Go to Settings ⚙. Then select Custom fields.
  2. Select Add custom field. If you’ve already created a field, you’ll see Add field instead.
  3. Give your custom field a name.
  4. Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list. If you select Dropdown list, enter the items in the list.
  5. Select the category the custom field belongs to: Customer, Transaction, or Vendor. Customer fields are for customer profiles, and vendor fields are for vendor profiles. You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks).
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  6. Select the forms where you want the custom field to appear. Note: To use custom fields in purchase orders, you need to turn on purchase orders for your company first.
  7. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on form. A maximum of 3 custom fields may have Print on form turned on for any single form type (such as Sales Receipt or Invoice).
  8. When you’re finished, select Save.

Now that you have custom fields, learn about how you can use them:

Manage your custom fields in one place

The custom fields page lists all your custom fields so you can manage them easily. To see it, go to Settings ⚙, then select Custom fields.

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For each custom field, you can see what category it applies to and which forms it appears on. You also see the Print icon if the custom field is visible to customers or vendors on a form.

To edit a custom field:

  1. In the Actions column, select Edit.
  2. Edit the field's name, select the forms it appears on, and choose whether it's visible to customers or vendors.
  3. When you're done with your changes, select Save. Any edits you make here apply to all forms that use the field.

To make a custom field active or inactive:

  1. Select the arrow next to Edit.
  2. Select Make active (or Make inactive).
  3. Select Yes in the pop-up message to confirm your choice.
Don’t worry about losing old custom field data

If you make a custom field inactive, your past data won’t disappear. You’ll still see the field on sales forms and purchase orders you used it on, but it won’t appear on new forms.

Create or edit custom fields from a form or profile

You can also create and edit custom fields from any sales form, purchase order, expense form, customer profile, or vendor profile.

From a sales form (invoice, sales receipt, expense) or purchase form (expense and purchase order):

  1. Open an existing form or create a new one.
  2. Select the Gear icon at the top of the form (not on the navigation bar). This opens a panel with the Custom fields section.image3.png
    • To create a custom field, select + Add custom field. Fill out the info about the field, then select Save.
    • To edit an existing field, select the pencil icon next to the field. Or, select Manage custom fields. This opens the Custom fields page so you can make edits. When you're done making changes, close the window to return to the form.
Important: Keep in mind, any changes you make on forms affect all forms and customer profiles using the custom field, not just this form.

From customer and vendor profiles:

  1. Go to Get paid & pay and select Customers (Take me there).
  2. Find and open a customer profile.
  3. Select Edit.
  4. Go to the Custom fields tab.
    • To create a custom field, select + Add custom field. Fill out the info about the field, then select Save.
    • To edit an existing field, select Manage custom fields. This opens the Custom fields page so you can make edits. When you're done making changes, close the window to return to the profile.
  5. Select Save to save your changes.

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