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Agencypartner1
March 21, 2022
Question

Manage Projects

  • March 21, 2022
  • 1 reply
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I would like to include the Project Name and Project ID in separate fields when creating a new project in QuickBooks Online.  Can I add a custom field to Projects so I can do so?  It seems that the default setting only allows for the Project Name and Customer Name when setting up a new project.

1 reply

L
LeizylM
March 21, 2022

Hi there, Agencypartner1.

 

Allow me to share some information about adding custom fields in QuickBooks Online.

 

Currently, the option to add a custom field to projects isn't available in QuickBooks Online. As a workaround,  you can manually enter all the additional details of your projects in the Notes field.

 

I've added a screenshot below for your visual reference and an article you can read to learn more about projects: Set Up and Use the Projects Feature. 

 

 

In case you'll want to create and optimize the custom fields in QuickBooks, read through this article and learn more about it: Create, add, and edit custom fields in QuickBooks Online. 

 

Keep your post coming if you need more help with the customization of forms in QuickBooks Online. I'll be looking forward to helping you more.

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