Add Custom Field to Products & Services

Thank you for adding a post, @NDT.

When creating invoices or sales receipts, you can input the code under the Description column. Let me walk you through how.

1. Open your QuickBooks Online account, then select Invoice from the (+) New icon.
2. Fill in the required details, then select the item/s under the Product/Service column.
3. Add the code under the Description column.
4. Save the transaction.

I understand the importance of adding a custom field to your products/services. Rest assured that our engineers are working non-stop to enhance the product for our customer's convenience. 

Please know that you can personalize your sales forms that suites your business needs. You can use this article as your guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Just in case you need related resources while working with QuickBooks in the future, you can also open the topics from our help articles.

I'll be right here to continue helping if you need additional help. Keep safe!

Hello,

Is there a way, a version, or plans to make the columns that display on invoices sortable? I use Quickbooks for order fulfillment and have been hoping to add an item location; like Isle 1, Column 2, Shelf 4. That way, when we're making an order, we are not all over the warehouse.

Thank you,

Richard Smallwood

I need to add fields or columns to Product and Services. I have four prices: Cost, Retail, Wholesale, and Distributor. Cost and retail are standard fields, but I can not find a place to enter them in mass. I can open each product and manually enter the Wholesale and Distributor prices. There should be a way to add these two fields to the report so I can download the report with all four prices listed. Make my changes and then upload the new data. If anyone knows how to do this, please contact me [email address removed]

I'll walk you through the steps on how to add the columns you've mentioned, @david287. This way, you can run and download the report containing the information you require.

We'll need to add the columns first by following the instructions below: 

1. Go to the List and select Item Lists. 
2. Double-click any item and select Custom Fields. 
3. Pick Define Fields and add the columns you want to include in the report. 
4. Click OK. 

For complete steps, check out this article: Create and use custom fields in QuickBooks Desktop. 

After that, follow the steps below to enter their prices in bulk:

1. Go to the Lists menu and choose Add/Edit Multiple List Entries. 
2. Pick the appropriate type in the drop-down.
3. Hit the Customize Columns button and add the cues you add earlier. 
4. Enter the prices and press Save Changes. 
5. Go back to the product and services list and Export the data to Excel. 

To know more about this feature, visit this link: Add and edit multiple customers, vendors, and items. 

Did you know that you can memorize reports, add discounts, price levels, and edit items? For more details, check out the following links below: 

• Understand report in QuickBooks Desktop
• Add, edit, and delete items in QuickBooks

Get back to us if you still have other questions or clarifications about adding fields. I'm always here to help. Have a good day!

1. Go to the List and select Item Lists. See screen shot, there is on Item List for me to select.

Thank you for your prompt reply, @david287.

I know how we can add the fields on your report in QuickBooks Online (QBO).

We can create a custom field in your company file with the information you want to show. If you’re using QuickBooks Online Plus and Essentials, you can create up to three active custom fields. For QuickBooks Online Advance, you can make up to twelve active custom fields.

Here are the steps to create them:

1. Go to the Gear icon.
2. Under the Lists column, select Custom fields.
3. Click the Add field button, and enter the name you prefer (e.g Wholesale or Distributor).
4. Mark check the All Sales Form or Purchase Order and toggle on the Print on form. That way, the custom field will be included when printed.
5. Click Save.

Once done, pull up the report you want to export and customize this. Doing so will enable you to include the fields. Here’s how you can do it:

1. Go to Reports from the left menu.
2. Find and open the report you want.
3. Click Customize button to add the columns.
4. Then click Run report.

Learn more about customizing a report to set this according to your preference. It assists you in focusing on the details that matter the most.

Once done, export the report into an excel file to manually add the amounts under wholesale and distributor. Moreover, you can utilize the memorize report feature in QBO. This way, you can use your previous customization.

Feel free to comment if you have more concerns about customizing a report. I’m just a post away. Have a good one!

I added the new fields; see the attachment. If I did not do them correctly, please let me know.

I then went to the reports section and the new fields I created do not show up in the selection of fields to add to the report.

Hello, david287.

You did the correct steps in adding those custom fields. I'd like to barge in and clarify some things about the custom fields in QuickBooks Online. 

Regarding the custom fields, they'll only show up on specific reports. To elaborate, they'll show up if the report targets the transactions, not the products and services.

For example, they won't show up on the item report you just pulled up, but they'll show up on reports like Sales by Customer Detail. 

As you might've noticed, the custom fields are only intended for transaction forms like invoices, sales receipts, etc.. We're unable to directly add a custom field on the products and services settings. 

Though, this might be possible with a third-party app. We can take a look around in the App Center page for any offers: https://quickbooks.intuit.com/app/apps/home/.

If you just need to show the two other prices on your sales forms, then we can follow the steps given by RoseJillB on using the custom fields. I should also mention that the custom fields is applicable to the entire transaction form, not per line item. 

We can also send feedback to our developers on adding the option to include more custom fields for products and services themselves. Simply go to the Gear icon, then select Feedback. 

They'll consider your input for future improvements on the products and services management feature. 

More details about custom fields can be found here: Add custom fields to sales forms and purchase orders in QuickBooks Online. 

Need to check on your best sellers, sales and inventory status? There's a specific report we can use to do this. If you need help in the future, check out this article: Use reports to see your sales and inventory status. 

If you have any other concerns regarding your products or services, let me know and I'll help you out. Do you have questions on other areas in QuickBooks? Fill me in with the details in your reply. Always here to help. 

Thanks for the information.

I will send the request for additional fields as you said I should because I am positive I am not the only company using QuickBooks that sells to three customer groups: retail, wholesale, and distributors. I am sure this improvement would help many other companies.

agreed, i have the same requirement