cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Frequent Contributor *

Is there a customer's payments custom fields in quickbooks?

I want to input more information in a payment that I received, for example I want to write down:

* Date received

* Commission paid to vendor.

* Other notes relating to the check.

 

Currently, I can only write on the memo, but this is not very effective when it comes down to advance searches because suppose I want to perform a search of a check that was received on 6/12/19 or a search of a check that we already paid a commission to a sales representative.

 

I know that invoices allow for custom fields and organization of the invoice, but I don't know if we can do the same with a check.

 

Please help me out; I need to write down in a payment several pieces of information that will help me out perform advance searches and look for specific information on a report.

1 Comment
QuickBooks Team

Re: Is there a customer's payments custom fields in quickbooks?

Good to see you here in the Community, Einstein.

You've got me here today to help share some information regarding customizing a check in QuickBooks Desktop.

 

Customizing the check to add custom fields is currently unavailable in QuickBooks Desktop. The templates that you can customize in QuickBooks are invoices, estimates, credit memos, sales orders, purchase orders, sales receipts, statements, and packing slips.

 

You can get more details in this article about customizing templates in QuickBooks: Use and customize form templates.

 

This article is a good reference as well: QuickBooks Payments for Desktop.

 

I've already taken note of your suggestion and will inform you whenever we have it available for our users. Additionally, I'd encourage to visit the What's New section on your QuickBooks Desktop, to be updated with our latest news and updates including product improvements.

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

Keep me posted if you have other questions regarding receiving customer payments in QuickBooks. I'll be around to help.