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JimR14
November 22, 2023
Question

Customizing Jobs in Desktop Accountant

  • November 22, 2023
  • 2 replies
  • 0 views

We provide inspecting services for banks and we only use Quickbooks to do the accounting portions. I would like to enter the jobs from the beginning, but the custom fields are limited to 7 fields. I would like to add many more fields and use QB for the entire project rather than import the billing info from another program or in our case manually type in the data. Does QB have this capability?

2 replies

M
Maybelle_S
November 23, 2023

Let me share some details about the limitation of custom fields, JimR14.

 

QuickBooks Desktop (QBDT) has 15 custom fields, but you can't have more than 7 per category. With that, we're unable to add more fields to the program.

 

You may consider upgrading to QuickBooks Enterprise, which offers 30 custom fields with 12 per category. 

 

Furthermore, you can explore a third-party application to help you enter the jobs and add more fields in QuickBooks. You can find one by visiting this website: Apps for QuickBooks Desktop.

 

Additionally, you can check these articles to learn more about how you can create and manage your custom fields: 

 

 

For reference, you can run the project profitability report to calculate your profits and costs by project.

 

Let me know if you have other questions about the custom fields in QuickBooks. I'm always here to help. Take care.

J
JimR14Author
November 27, 2023

Thank you for responding. I'm obviously new to QB so I will ask a dumb question on what are the categories? Can I add additional categories? If the categories are the tabs on the side, the 7 I created are already in the other tabs and it won't let me add more. Maybe Enterprise is the answer, but I would like to use additional categories if they are available.

Thanks

S
Shania_C
November 27, 2023

Hi there, @JimR14.

 

Let me share my insights about your queries regarding categories in QuickBooks Desktop (QBDT).

 

In QuickBooks, "Items" can be defined as "categories" or "types" of products and/or services that a company offers. These items are necessary for QuickBooks to create invoices, sales receipts, refunds, and credit memos.

 

If you're referring to my colleague's statement regarding categories, it refers to employee, vendor, and customer. On the other hand, the categories shown in the table under QuickBooks Enterprise (QBE) refer to item categories used to categorize inventory items.

 

In QuickBooks Desktop Accountant Premier, there is currently no option to add categories. However, as my colleague mentioned, if you upgrade to QuickBooks Enterprise, you can utilize 30 custom fields, with 12 fields per category. This can help you to use additional categories more effectively.

 

Additionally, here are some articles that you can read to help you in the future if you decide to upgrade to QuickBooks Enterprise (QBE):

Use item categories in QuickBooks Desktop Enterprise.

 

Feel free to comment below with any questions or concerns about categories in QuickBooks Desktop (QBDT). We are here to help. Keep safe!

 

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