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August 30, 2022
Question

Custom Fields

  • August 30, 2022
  • 1 reply
  • 8 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

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.

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. 

MJoy_D
QuickBooks Team
August 30, 2022

yup...I understand all that. Now, can someone tell me where those 7 fields are at? They are not checked in the define field box, they are not in a list, they are not on a template. I just want to rename those 7 fields that are already allocated to customers. 

 

FYI: under all customers, all customer jobs the define field box is completely empty. Not text and no check marks. But there are still 7 fields showing under custom fields. 


Thank you for performing the steps provided by my colleague above, @ossalex.

 

I'm here to share some information that can help you with finding those 7 fields. 

 

When updating the customer information, you'll find the 7 fields that you're looking for in the Custom Fields section. You can refer to the steps provided by BigRedConsulting above.

 

If you can't find any custom fields in there and were prompted about the limitation, try running the Rebuild and Verify Utility tool to fix possible data damage on your company file. Refer to the steps provided by AileneA above. I'm adding this article for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file. Once you're done, try to check if you can now find those 7 fields. 

 

The following article will also help you fix errors using a customized template: Fix common issues when you use and customize templates

 

I'm always here if you need further help finding those custom fields. Just let me know by leaving a reply below. Take care and have a wonderful day!