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Rename fields in lists and transactions

You can rename a field in a specific customized form, or you can rename the field so it changes in every list and field in QuickBooks.

What happens when I rename a field that has data in it?

If you rename a field that is already in use, data previously entered into the field remains unchanged. For example, if you change the name of a field from "Sales Region" to "State," a previous transaction where you entered "Far West" as the sales region will now show "Far West" as the state.

When the new name changes the meaning of the field, you may want to assign the name to a currently unused field instead.

  • In a specific customized form

    You can rename a field on a specific customized form.

    To do this task

    1. Go to the Lists menu and click Templates.

    2. Double-click the template with the field you want to rename.

    3. In the Basic Customization window, click the Additional Customization button.

    4. Click the tab where the field appears.

    5. Enter the new name in the Title field for that field.

    6. Click OK, then click OK again.

  • In every list or transaction in which the custom field appears in QuickBooks

    You can rename a custom field in every list or transaction in QuickBooks. When you rename a custom item field, QuickBooks changes the name of the field on all transactions where the field appears. When you rename a custom name field, QuickBooks changes the name of the field on all list entries where the field appears.

    For custom items

    To do this task

    1. Go to the Lists menu and click Item List.

    2. In the Items list, double-click the item you want to rename.

    3. Click Custom Fields and then click Define Fields.

    4. Click in the Label field with the custom field to rename and change the name.

    5. Make sure that the Use checkbox is selected for the field.

    6. Click OK twice.

      The name of the field is changed in all transactions where the field appears.

    For custom names

    To do this task

    1. Click Customer Center.

    2. In the Customer:Job list, double-click any name (it doesn't matter which one you choose).

    3. Click the Additional Info tab and then click Define Fields.

    4. In the Set up Custom Fields for Names window, change the name in the Label field.

    5. Make sure that the Use checkbox is selected for the list you want.

    6. Click OK.

      The name of the field is changed in all list entries where the field appears.

See also

KB ID# H_CUSTFORM_CUSTFIELD_RENAME
9/29/2016 4:48:26 PM
PPRDQSSWS403 9138 Pro 2017 b4d9ce