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How do I create a custom column in QuickBooks?

Go to Reports. Find and select the report you want to customize. Select Customize. Select Rows/Columns, then Change Columns. ... Mark the columns you want to appear on your report. Select the square of dots (order) beside each column, then drag and drop it to your desired order.

How do I create a custom field in QuickBooks?

Select the Gear icon from any page. ... Select the Creation custom field. ... Choose Customer info or Transaction info. ... Give your custom field a name. Select Text, Number, Date, or Drop-down list from the Type drop-down. Choose where you want your custom field to appear.

How do I create a custom data field in QuickBooks?

Open the Sales menu from the navigation bar. Go to the Customers tab. Find and open a customer profile. Select Edit. Go to the Custom fields tab. Select + Add custom field to add a new field. Select Save to save your changes.

What are custom fields in QuickBooks?

Use QuickBooks Desktop custom fields. ... Custom fields give you the flexibility to add specific information to your customer, vendor, and employee list. It helps you add and track additional data about Items. The customized information can be included in your forms and reports.

Can you add more than 3 custom fields in QuickBooks online?

To add a custom field to a QuickBooks Online invoice is easy, but keep in mind that QuickBooks Online only allows you three custom fields. Also keep in mind that once you add a custom field, it will also appear as a field on all of your sales forms too.

How do I customize a customer list in QuickBooks?

Go to the Reports menu. Select Customers and Receivables and then Customer Phone List. Select Customize Report. On the Display tab, uncheck Main Phone. Scroll down the column list and check Sales Tax Code. Go to the Filters tab. (for QuickBooks for Mac, choose the Filters icon).

How many custom fields can you set up for items in QuickBooks?

The new fields appear on the Additional Info tab. In Pro/Premier, there is a total of 15 custom fields. However, you cannot have more than 7 per category. You can add up to 7 custom fields to your Customer & Job list, Vendors list, or Employee list.

How do I customize a bill in QuickBooks?

Click the Lists tab at the top menu bar. Click Templates. Double-click the template you're using. Click Additional Customization. Go to the Header tab. On the Print column, put a check mark beside Bill To. Click OK.

How do I customize columns in QuickBooks?

Go to Reports. Find and select the report you want to customize. Select Customize. Select Rows/Columns, then Change Columns. ... Mark the columns you want to appear on your report. Select the square of dots (order) beside each column, then drag and drop it to your desired order.

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