Creating Custom Data Fields in QuickBooks

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Hosted QuickBooks Tip of the Week: Get the Most out of QuickBooks by Creating Custom Data Fields

One of the most powerful features in your QuickBooks software is the Custom Data Fields.  QuickBooks Premier provides 20 generic custom data fields and QuickBooks Enterprise provides more than 50 content specific custom data fields.

To create the custom data fields:

1.Select Customer Center

2.Select the Customer

3.Click on Edit Customer

4.Click on the Additional Information tab

5.Click Define Fields

Information entered into the custom data fields can be included in financial reports, all QuickBooks documents and on Invoices.  You can also customize reports to include these custom data fields.

Please tune in to next week’s QuickBooks tip.

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