![]() ![]() Now that you have custom fields, learn about how you can use them: A maximum of 3 custom fields may have Print on form turned on for any single form type (such as Sales Receipt or Invoice). If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on form.Note: To use custom fields in purchase orders, you need to turn on purchase orders for your company first. Select the forms where you want the custom field to appear.You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks). Select the category the custom field belongs to: Customer, Transaction, or Vendor. Customer fields are for customer profiles, and vendor fields are for vendor profiles.If you select the Dropdown list, enter the items in the list. Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list. ![]() If you’ve already created a field, you’ll see Add field instead. You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and vendor).īesides text, you can also create custom dropdown, date, and number fields. Note: Want to use this feature? You can upgrade to QuickBooks Online Advanced. If you don't have QuickBooks Online Advanced, here's how to add custom fields for other QuickBooks versions. ![]()
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