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Learner97
June 11, 2021
Solved

Hello, I am using the QB Online platform and need to add some custom fields to certain forms.

  • June 11, 2021
  • 1 reply
  • 0 views
I would like to know what plans have custom fields as a feature and if there is a limit to how many fields does each plan offer.
Best answer by rvrfrf

Hi there, Learner97. I'd be more than happy to provide some insight into how QuickBooks Online works.
 

With an Advanced subscription, you can have up to 12 active custom fields for each type of form (invoices, estimates, purchase orders, expenses, bills, etc.) and profile (customers & vendors).
 

If you're interested in upgrading your plan, you can do so anytime.
 

Here's how:

  1. Sign in as a primary or company admin.
  2. Use the Gear (⚙️) icon.
  3. Go to Account and settings.
  4. Access your Billing & Subscription tab.
  5. Confirm the payment info's up-to-date.
  6. In your QuickBooks Online section, click Upgrade your plan.
  7. Find our Advanced plan, then select Choose plan.
  8. Follow the on-screen steps to finish upgrading.

 

I've additionally included a detailed resource about working with custom fields that may come in handy moving forward: Create & edit custom fields

 

I'll be here to help if there's any questions. Have a wonderful Friday!

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
June 11, 2021

QBO Plus, Essentials, and Simple Start are limited to 3 custom fields on sales forms and purchase orders. Should you need more than 3 custom fields, consider QBO Advanced.

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C
Catherine_B
June 11, 2021

Yes, Fiat Lux - ASIA is correct, Learner97.

 

You can add 3 custom fields to your sales forms if you're subscribed to the QuickBooks Online Plus, Essentials, or Simple Start plans. If you want more than 3 fields, you can upgrade your plan to QuickBooks Advanced. 

 

To add custom fields, you can go to the Custom Form Styles page. Here's how: 

 

  1. Click the Gear icon and click Custom form styles.
  2. Select the Content tab and from the sample template.
  3. In the header section, select Manage custom fields.
  4. In Custom fields, select Add field.
  5. Enter the name of the field, and select All sale forms.
  6. Enable Print on form so it appears in your form's header.
  7. Select Save.

Feel free to use these links for more details in handling your sales transactions: 

 

I'll be here if yu have other questions in adding and customizing your transactions. Have a great day!

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Learner97Author
June 11, 2021

Does the advanced plan include unlimited custom fields?

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