Custom fields quickbooks desktop

Looking for:

Custom fields quickbooks desktop 

Click here to DOWNLOAD Quickbooks

   

 

Use custom fields for vendors and expenses in QuickBooks Online Advanced.How To Create And Use Custom Fields In QuickBooks Desktop

 

However, in many situations, invoices are received for a prior month in which the books have already closed, and the bill s for the invoice are recorded at a later date. With an Invoice Date custom field, you can capture the date the invoice was generated and use reports such as the unpaid bills report to compare the invoice date and the bill date.

Imagine your company sends employees to attend multiple conferences a year, virtual or in-person, and has a need for tracking expenses in a detailed way. For example, your marketing manager wants to see how much is being spent per conference travel by flight or car, hotel stays, meals, and so on , in addition to the conference fee.

You can capture this info in an Expense type custom field. Once your company starts adding data to an Expense type custom field, you can take advantage of it in your reports. For example, you can add Expense type as a column, or group by, sort, or filter by this custom field.

Learn more about how to use custom fields in reports. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Create a custom field for purchase order numbers How it helps You can see purchase order numbers on your bills and other expenses. In QuickBooks Online Advanced, you can create custom fields for almost anything: sales reps, customer types, vendor IDs, PO numbers, or info unique to your industry.

You can add custom fields to sales forms, purchase orders, expense forms, customer profiles, and vendor profiles. This gives you more flexibility to add custom data and drive insights through detailed reports. Note : Want to use this feature? You can upgrade to QuickBooks Online Advanced. You can have up to 12 active custom fields for each type of form invoice, estimate, purchase order, expense, bill, and so on , and each type of profile customer and vendor. Whole Number : Use this for a numbers only text field i.

This can be used for entering mileage or amounts. Decimal Number : Use this if you want a numbers only text field, but allow for decimal numbers i. This can be used for entering expenses or measurements. Note: If something other than a number value is entered in a number field, the user will get an error stating: "Problem saving timecard.

Note: Items that are assigned at the company level will be grayed out and must first be unassigned from Feature Add-ons , then Custom Fields.

Was this helpful? Yes No.

 

Custom fields quickbooks desktop. QuickBooks Desktop Custom fields

  QuickBooks Desktop Custom Fields can be shown by using the QBXML SDK OwnerID and create/modify using DataExt. Start by opening the “customer,” “vendor,” or “employee list” and edit one of the names there. Find the “Additional Info” tab on the left. This is where you can.