Question

Custom Fields

Forum|Forum|3 years ago
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.

QuickBooks Desktop

M

Mark_R

Moderator

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:

Go to the List menu, then select Templates.
Select the sales form template where you want to add the custom fields.
On the Basic Customization window, click Additional Customization.
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.
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

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.

O

ossalexAuthor

@ossalex

RE: yup...I understand all that.

I'm not sure that you do, given your responses.

RE: Now, can someone tell me where those 7 fields are at?

Yes, on the windows I sent in my screenshots. That's all there is to it. There is no other place to go to rename them. That's why the button is called "Define Fields", 'cause that's where you define them.

If you want to name them something else, it's very easy: Change the name:

Before:

After:

RE: FYI: under all customers, all customer jobs the define field box is completely empty.

Right. If you don't type anything in the fields, they'll be empty. Just like most other other fields on the customer record - which are empty until you put something in them.

Perhaps if you posted a screenshot of what you're seeing along with your comments that would clarify your question.

RE: But there are still 7 fields showing under custom fields.

Right. Those are the 7 fields that are set up.

I have done that. I have changed them in define, i have updated them in define, i have erased them in define. I have done everything i can in define. HOWEVER! when I click the customer column to make them show it tells me that you can only have 7 fields and they are already set, which is the one showing on the custom fields.

I can click for vendor, i can click for employee but it will not let me choose customer.

So my questions remains, where are those 7 fields selected at so i can change them? BECAUSE IT IS OBVIOUSLY BEYOND DEFINE FIELDS!

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