Custom fields give you the flexibility to add customized information to data that QuickBooks already tracks about
your customers, vendors, employees, and items that you purchase and
When you set up custom fields for items, QuickBooks adds your
custom fields to the fields you work with when you set up new items or make
changes to existing items.
You can add your own customized fields to the windows where you set up
customers, vendors, employees, or items.
Information you enter into the fields can be just for your use, or they can
prefill on certain forms when you enter a name or item on the form.
You can also include data from customized fields in your reports.
Note: QuickBooks treats the information you enter into a custom field
the same way it treats information entered into any other field. If you
memorize a transaction that has a custom field, QuickBooks memorizes what you
entered in the field along with the other details of the transaction. If you
export a list that contains data in custom fields, QuickBooks exports that data
along with the other data from the list.
You want to track your sales by region. To do this, you:
Add a field titled "Sales Region" to the New Customer or Edit Customer
Fill in the sales region for each customer on your Customers & Jobs list.
Once you've created the custom field, add it to each form.
From then on, a customer's sales region fills in automatically when you
enter a sale. You can filter the report so that it shows only
sales for a particular region.
You can also rename and remove custom fields.
Add custom fields for names
Add custom fields for items
Remove custom fields
Rename a custom field
About customizing your forms