Hi there, @dcf1.
I'm here to give you additional information about creating custom fields.
When setting up custom name fields, you'll need to select the checkbox to add the field to the customer, vendor, or employee profiles in the Use for column. This way, you can track the same information on your other work stations. I'll show you how.
- Select the Customer, Vendor, or Employee menus.
- Choose Customer Center, Vendor Center, or Employee Center.
- Double-click any profile on the list.
- Select the Additional Info tab.
- In the Custom Fields section, click Define Fields
- In the Label column, name your custom field.
- Select the checkbox to add the custom name field to the customer, vendor, or employee profiles.
- Click OK.
You may also add these fields to your sales forms. For more details, refer to this article: Create and use custom fields in QuickBooks Desktop.
Let me also add these helpful articles about customizing forms and letter templates:
Please let me know if you have other questions. I'll be around to help. Have a wonderful day.