Using Custom Fields

Custom fields let you add to the information that QuickBooks (QB) tracks about customers, vendors, employees, and items.

QB treats the information entered into a custom field the same way it treats information entered into any other field. If you memorize a transaction with a custom field, QB memorizes what you entered in the field, along with the other details of the transaction. If you export a list with data in custom fields, QB exports the data from the custom fields along with the other data from the list.

Custom Fields for Names: You can add up to seven custom fields each for customers, vendors, and employees. Overlapping fields count as one field on each list. For example, if you add the same field to all three lists, you can still add six other fields to the list. You define custom fields for names in the Define Fields window, which you open by clicking the Define Fields button on the Additional Info tab of the New and Edit windows for the Customers and Jobs, Vendors, and Employee lists.

Custom Fields for Items: You can define a maximum of five custom fields for items. Custom fields are available for all item types except subtotals, sales tax items, and sales tax groups. You define custom fields for items in the Define Fields window, which you access by opening the New or Edit Item window, clicking the Custom Fields button, and then clicking the Define Fields button.