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January 12, 2022

Hi there.

 

I'm glad to see you in Community.  Welcome!  QuickBooks Online is designed to help you save time using the powerful features offered in the program. I'd like to help make sure you experience this benefit so you can get back on track with your work.

 

You can create your own custom fields if you use QuickBooks Online Plus or Essentials.  If you need to upgrade your account to take advantage of this feature and others, here's how:

 

1. Click on the Gear in the top right of your account

2. Select Account and Settings

3. Open Billing and Subscription

4. Hit Upgrade and follow the on screen prompts

 

Follow these steps to set up custom fields on sales forms:

 

1. Go to Settings ⚙, then select Custom fields

2. Choose Add field

3. Give the field a Name 

4. Checkmark All Sales forms and the Purchase order checkbox

Note:  If you want the custom field to appear on printed and delivered forms, turn on the Print on form, otherwise, it will only be visible in QuickBooks.

5. Hit Save when done

 

For your reference, here's how to add custom fields in QuickBooks Online.

 

Please don't hesitate to reach back out if you have any other questions.  We'd be glad to assist!