New Custom Field Types in QuickBooks Online Advanced

New Custom Field Types in QuickBooks Online Advanced

What is currently in QuickBooks Online Plus:

  • 3 text-only custom fields

  • Setup under Sales tab in Account and Settings

  • Difficult to filter in reports since you can only use one “text” in the customization

Old Custom Fields.PNG

What is coming to QuickBooks Online Advanced:

  • 10 Enhanced custom fields

  • Available for sales forms, purchase orders, or customer profiles

  • 4 types: Text, Drop-down list, Date, Number

  • Setup under the Gear icon and Lists or via Gear icon in transactions

New Custom Fields.png

Bettering sorting and filtering in reports, and searching with custom fields:

  • Sort lists such as customers, expenses, and invoices

  • Filter financial reports by one or more custom fields

  • Display custom fields as columns on reports

  • Search for specific transactions by selecting custom fields in the Advanced Search

Advanced Search.PNG
Is QuickBooks Live Bookkeeping Right For Your Business?

Is QuickBooks Live Bookkeeping Right For Your Business?