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controller16
Level 1

Is there a way to add a custom filed at the category or account level for bills and expenses? In my desktop version each line of the bill had a class and sales rep.

 
1 Comment 1
JanbonN
QuickBooks Team

Is there a way to add a custom filed at the category or account level for bills and expenses? In my desktop version each line of the bill had a class and sales rep.

If you're looking to add a custom field as a column on the bill or expense page, it isn't possible, controller16.

 

Please note that the custom field in QuickBooks Online (QBO) appears only at the top part of the form. For visual reference, refer to item number 1 in the screenshot provided below.

 

 

If you have a QBO Plus or Advanced subscription, you can include the Classes column once you activate it in the settings. Please refer to this article for the steps: Turn on class tracking in QuickBooks Online. Refer to item number 2 in the screenshot above to see what it will look like after activation.

 

You can run vendor reports to get a comprehensive overview of your accounts payable transactions.

 

 

Please return to this thread if you have other questions about custom fields in QuickBooks. We're here to offer prompt assistance.

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