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Anonymous
Not applicable

Item´s Custom fields

Hi, I have 2000+ items, and I want to customize some information for each item. We need to file an EEI with the Dpt of Commerce for exports, and we need to provide HTS, ECCN and Origin of the goods, so I create 3 Custom Items: HTS, ECCN and Origin. I fill the information in 3 items for testing, and when I create an invoice with those items, the HTS, ECCN and origin that I filled before did not auto-populate in the invoice (See attached file). I modify the Invoice Template to add those items (In Columns). The custom fields can be filled manually for each item when the template is open, but I already filled that information, so does not make sense for me to fill the information again.

 

Is there any thing else that I need to do/enable to auto-fill the custom fields in the invoice?

 

Thanks,

 

Aacosta14526

3 Comments 3
MariaSoledadG
QuickBooks Team

Item´s Custom fields

I have another way on how you can customize your items and I'm here to walk you through the steps, aacosta14526.

 

You can use custom item fields to track specific information for the products and services you sell. Follow the steps below on how to do it.

  1. Go to the Lists menu and select Item List.
  2. Double-click any item on the list to open and edit it.
  3. Select Custom Fields. Then select Define Fields
  4. Name your custom field in the Label column. Names aren't case-sensitive.
  5. In the Use column, select the checkbox to turn on the custom field.
  6. Select OK to save the custom field.

Once done, your new custom item field now appears on the Custom Fields list for your products and services. You can now add custom item fields to custom transaction templates.

 

Please check this article for detailed information: Create And Use Use Custom Fields In QuickBooks.

 

For your reference, you'll want to run and customize reports to show the information you need. You can visit these articles:

Reply to this thread if you have any other concerns about the item custom field. Remember, I'm only a few clicks away if you need further assistance. 

BigRedConsulting
Community Champion

Item´s Custom fields

What you're describing you want is exactly how I've always seen QB work:

When you pick an item with custom fields both on the item and the sales form the fields will fill in.

 

You're not reviewing existing invoices/sales forms for the values, are you?  If so, they will be empty until you manually add the values there.

 

 

Anonymous
Not applicable

Item´s Custom fields

Thanks for your reply. I went to the process and create the filed with no problem.

 

Regards,

 

Armando

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