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24May 2014
May 24, 2014

QuickBooks tip of the day: Custom fields with lists

In all QuickBooks desktop financial products you can create custom fields that are a text box. However, in QuickBooks Enterprise Solutions, you can create a custom field with a multiple choice list. A perfect example is to add a Requester field to a purchase order. Making the options standard will help make sure your team does not accidentally misspell the name of the employee requesting a purchase.

For Items:

  1. Edit or create a new item
  2. Click on Custom Fields on the right side of the item window
  3. Click on Define Fields
  4. Create the label you want to require
  5. Click on Use
  6. Select what type of field you want this to be, (Date, Phone Number, Drop Down List, Dollar Amount)
  7. Click on “Required for List and/or Transaction”
  8. Click on OK

For Customers, Vendors, and Employees:

  1. Edit or create a new Customers, Vendors, or Employees
  2. Click on the Additional Info tab
  3. Click on Define Fields
  4. Create the label you want to require
  5. Click on Use
  6. Select what type of field you want this to be, (Date, Phone Number, Drop Down List, Dollar Amount)
  7. Click on the Required for List and/or Transaction
  8. Click on OK

If you want these fields to be added to reports, don’t forget to also add them to your templates!

 

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