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O
ossalex
August 30, 2022
Question

Custom Fields

  • August 30, 2022
  • 1 reply
  • 3 views

In quickbooks Desktop - I create a customer, then a job under that customer. I go to edit the job information and under additional information I have custom fields. How do I change what those 7 custom fields read? I have clicked on define fields, and I can type in what I want it to say but then when I click on show under customer. It tells me I can only use 7 custom fields under customer. Which is okay, but how do I find where those 7 custom fields were entered at so I can change the verbiage of them? 

 

All the articles I have read online, have not helped. 

1 reply

M
Mark_RModerator
Moderator
August 30, 2022

Thank you for posting your concern here in the Community, @ossalex.

 

Let me clarify things and help you find the 7 custom fields created so you can change the verbiage on them.

 

Do you want to change the label of each of your custom fields? If so, you can go back to the Define fields on your customer's profile and change the Label of each of your custom fields. I'll attach a screenshot below for your visual reference.

However, if you want to change the information showing on the custom field, you can click the box under the Text column. 

But if you want to show the custom fields on your sales forms, such as invoices and sales receipts, you can add them from the template. Here's how:

 

  1. Go to the List menu, then select Templates.
  2. Select the sales form template where you want to add the custom fields.
  3. On the Basic Customization window, click Additional Customization.
  4. From the Header tab, find the custom fields created and put a checkmark on the box under the Screen column. If you want to show it when printing, click the box under the Print column.
  5. Select OK once done.

I'll be adding these resources to learn more about custom fields in QuickBooks Desktop:

 

 

Come back to this post if you're referring to something else, @ossalex. I'll be standing by to your response.

O
ossalexAuthor
August 30, 2022

I have done all of that and it still has not changed. I still get the notification that only 7 custom fields can be used. Still can not find where those original 7 fields are located to change. 

A
AileneAModerator
Moderator
August 30, 2022

Hello, ossalex. 

 

I appreciate you following the steps shared by my colleague above. Allow me to chime in and help make sure you'll be able to view the changes made in your custom fields, as well as getting rid of the notification about the custom field. 

 

What's happening in your end is rather unusual. In this case, let's diagnose if the problem is caused by minor issues in the program.

 

Run the Verify/Rebuild Utility to check any data issues within the company file. This built-in tool automatically fixes minor program data issues like the one you experience when running reports.

 

Here are the steps to do it:

 

  1. Go to the File menu, then choose Utilities from the list.
  2. Select the Verify Data tool then wait until the diagnosis is done.
  3. If there are issues, proceed to rebuilding the company file.
  4. Tap the File menu again, then hover over to Utilities.
  5. Choose Rebuild Data then click OK.
  6. Follow the onscreen steps to save a backup.

 

For your reference, see the following link to learn more about this tool: Resolving Potential Data Issues.

 

Once done, perform again the steps above shared by my colleagues to verify if you able to see the changes made in your custom fields. 

 

However, if you get the same result after doing so, I recommend reaching out to our Support Team. They can initiate a viewing session with you and help diagnose the company file to verify what causes the problem.

 

To get our support, follow the steps below:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us. 
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

 

Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support.

 

Additionally, you can read these articles to learn more about custom fields:  

 

 

You can always update us on the result after performing the solutions as I'd like to ensure this is resolved for you. Just leave a comment below, and I'll get back to you. Have a great day ahead.

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