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myles-s
Level 1

Hi! I created a Quickbooks Online Advanced Sandbox to explore the custom fields for customer profiles but I can't seem to find the option to add a custom field anywhere.

I tried looking into the Lists menu (All Lists) and from the customer profile in Sales > Customer > Edit but I can't find the option to add a custom field, do I need to do anything to display the custom field menu?
3 Comments 3
Angelyn_T
QuickBooks Team

Hi! I created a Quickbooks Online Advanced Sandbox to explore the custom fields for customer profiles but I can't seem to find the option to add a custom field anywhere.

Hi there, Myles. 

 

You'll be able to add custom fields for your customer profiles through the Settings or Gear icon. I'm here to guide you with the detailed steps.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Go to the Gear icon, then click on Custom fields.
  3. Select Add custom field. If you’ve already created a field, you’ll see Add field instead.
  4. Enter the custom field's name.
  5. Select the type of data that will go in your custom field: Text and numberNumber onlyDate, or Dropdown list. If you select Dropdown list, enter the items in the list.
  6. Choose Customer for the category the customer field belongs to.
  7. Select the forms where you want the custom field to appear.
  8. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on forms. You can show customers or vendors up to three custom fields on each form.
  9. Tap Save when finished.

 

For more tips about managing your custom fields in one place, you can open this article: Create and edit custom fields in QuickBooks Online Advanced.

 

If you don't see the option to add a custom filed from the Gear icon, please make sure to log in to QBO as a master admin or a user role with access rights to the said feature. You can also try replicating the steps using an incognito window to narrow down the result. 

 

To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

Once done, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

For additional resources, while working with your customer transactions in QBO in the future, you can check out this link: Help articles, video tutorials, and more.

 

Let me know how else I can help you with custom fields in QBO Advanced by adding a comment below. I'm more than happy to provide additional assistance. Wishing you a good one!

myles-s
Level 1

Hi! I created a Quickbooks Online Advanced Sandbox to explore the custom fields for customer profiles but I can't seem to find the option to add a custom field anywhere.

Hi Angelyn,

 

Thanks for helping me out! I tried going incognito Google Chrome and here were the results:

  • I checked my subscription and I can confirm that it is Quickbooks Advanced.
  • Checked my access in the User Management page and my access is Primary Admin.
  • Clicked the gear icon but didn't find an option for Custom fields
  • Checked the Sales > Customer tab and tried editing the customer information but still can't find any customer fields.

 

I have attached a copy of the screenshots here as well. Is there anything that I missed? Or is there anything I can do to make it work?

 

Thanks!

Giovann_G
Moderator

Hi! I created a Quickbooks Online Advanced Sandbox to explore the custom fields for customer profiles but I can't seem to find the option to add a custom field anywhere.

Welcome back, myles-s.

 

Thank you for taking the time to do the suggested steps provided by my colleague Angelyn_T.  I can route you to the right support team so this will be taken care of accordingly.

 

Normally, you can create or add a custom field for almost anything in QuickBooks Online Advanced. You'll have the option to add it to sales forms, purchase orders, expense forms, customer profiles, and vendor profiles. However, adding a custom field to your QBO advanced account in the sandbox requires special handling from our Intuit Developer Team.

 

I suggest reaching out to them through another forum. They'll be able to help and guide you on the process since it's a place where developers and coders help each other with the integrations and programming.

 

Here's how:

 

  1. Go to this link: https://developer.intuit.com/.
  2. Scroll down and click Contact us under the Intuit column.
  3. Select General Question.
  4. Click the Asks A Question button at the top right part of the page.
  5. Sign in to your QBO account and follow on-screen instructions.

 

I've included this article for instruction and tutorial to help you manage your customer information: Create and edit custom fields in QuickBooks Online Advanced.

 

Stay in touch if you have other questions or concern aside from the custom field. I'm always here to help you.

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