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J
JBDHLF
August 22, 2024
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Custom Fields for Customers in Quickbooks Desktop

  • August 22, 2024
  • 1 reply
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I have questions regarding custom fields for Customers.

 

1. Quickbooks Desktop only provides for a maximum of 7 custom fields by default.  Can this be increased?  My client needs a lot more.

 

2.  Is there a way to manage the data type in a custom field?  By default they are text, but I want to limit entries to specific formats such as date.

 

3.  Is there a way to reorder the custom fields after creation?  My client has fields created at different times and the display of the fields is out of practical usage order.

 

Thank you!

Best answer by JamesM4

At this point, I recommend getting in touch with our phone support team so a specialist can assist you further with this. You can reach out to our support team by dialing 1-833-317-2226. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies. Let me know how you make out. I'll be here.

1 reply

J
JamesM4
August 22, 2024

Hello drchevalier,

 

Welcome to the Community. I'll be happy to share more info about Custom fields so you can continue to navigate the program with confidence. 

 

QuickBooks Desktop has limits for data entries and the limits depend on your subscription package. When it comes to Custom fields, the limits are as follows:

 

QuickBooks Desktop Pro (20 Custom fields)                                 QuickBooks Enterprise (45 Custom fields)

    - Item custom field (5)                                                                          -  Item custom field (15)

    - Customers/Suppliers/Employees custom fields (15)                        - Customers/Suppliers/Employees custom fields (30)

 

This means in order to increase the limits you'd have to upgrade your version of QuickBooks. I encourage you to check out the following article with more info about: Creating and using custom fields in QuickBooks Desktop. The ability to manage the data type in a custom field isn't available. The same applies for re-ordering the custom fields after creation. That said, I can see the benefit of having the functions described in your second and third question and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Help menu and looking for Send Feedback Online. 

 

In the meantime, feel free to ask other questions. I'll be here to assist. 

J
JBDHLFAuthor
August 22, 2024

Thank you kindly JamesM4.  The client is licensed for Quickbooks Desktop Premier Edition Wholesale and Manufacturing.  They are not on an Enterprise plan.  I see that Pro offers a maximum of 5 item custom fields and 15 customer/supplier/employee fields.  Is Premier different?  QBD tells me that I can only have a maximum of 7 customer/supplier/employer custom fields.  What am I doing wrong?

Thank you kindly,

 

Ross

J
JamesM4Answer
August 22, 2024

At this point, I recommend getting in touch with our phone support team so a specialist can assist you further with this. You can reach out to our support team by dialing 1-833-317-2226. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies. Let me know how you make out. I'll be here.

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