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Diane18
April 22, 2021
Question

How do you use Custom Fields?

  • April 22, 2021
  • 1 reply
  • 0 views

I've been using QB for 16 years now and I have never used the Custom Fields.  I'd like to figure out how to use them.  This link (https://quickbooks.intuit.com/learn-support/en-ca/customise-forms/create-and-use-custom-fields-in-quickbooks-desktop/01/261471#M2123 ) tells me how to create and add Custom Fields, but I want to know why I would need them.  I don't understand HOW to use them.  And why would I benefit from using them?  We are an engineering firm so we only sell services not products.  Thanks

1 reply

T
Tammy_H
April 22, 2021

Hi Diane18,

 

It's always nice to hear from a longtime customer wanting to learn more about the QuickBooks program. Every organization has its own individual needs, and your QuickBooks Desktop software allows you to customize it to fit your business. Uses for Custom fields can be as different as the companies using them. I can give you examples that may use custom fields.

 

When entering information or a transaction, it's imperative that you can track certain things. There's often other information you might want to record for future interactions. Perhaps you are dealing with a family-run business and want to add family/partners to the account information. You mentioned that you're an engineering firm; you may want a field for the engineer's name or a field for permit numbers. The article you shared is a great resource to review.

 

The benefit of using custom fields is having the ability to create fields to record more specific information for your business. It opens up a variety of possibilities.

 

I hope I've gotten you thinking of all the ways you can make the most of your QuickBooks Desktop product. I'm here if you have any other questions. Have a great day!

 

 

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