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About custom fields

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 sell.

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.

How to use the fields

  • 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.

Example

You want to track your sales by region. To do this, you:

  1. Add a field titled "Sales Region" to the New Customer or Edit Customer window.

  2. Fill in the sales region for each customer on your Customers & Jobs list.

  3. 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.

See also

KB ID# H_CUSTFORM_OV_CUSTFIELD
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QYPPRDQBKSWS08 9102 Pro 2013 7c3489