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April 3, 2024
Question

Hi community,On Quickbooks Online how can I add custom fields to products?

  • April 3, 2024
  • 1 reply
  • 0 views
For example, I want to have a field called ItemClassCode for every product. How can I achieve this?

1 reply

April 3, 2024

Hi there @Elvis,

 

Thank you for posting your concern. I'd be happy to help you with adding custom fields for products in QuickBooks Online (QBO).

 

Custom fields are fields that can be blank or contain a dropdown list. They can be displayed on transactions and are not necessarily used for storing customer or vendor information in their profiles.

 

Here's how you can add custom fields in QBO:

 

  1. Go to Settings and select Custom fields.
  2. Click on the Add custom field button. If you’ve already created a field, you’ll see Add field instead.
  3. Enter the name of the custom field in the Name field.
  4. Select the type of data in the Data type dropdown that you want to enter in your custom field. You can choose from Text and number, Number only, Date, or Dropdown list. If you select the Dropdown list, enter the items in the list.
  5. Select the category the custom field belongs to: Customer, Transaction, Vendor, or Project.
  6. Select the forms on which you want the custom field to appear.
  7. If you want customers or vendors to see the field on a form, such as invoices, estimates, or purchase orders, select Print on form.
  8. Finally, click on Save.

 

For more information about adding custom fields to your sales forms and purchase orders in QuickBooks Online check out this link: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Moreover, I'm adding this article about customizing reports in QuickBooks Online for future reference: Customize reports in QuickBooks Online. 

 

If you need more help with creating custom fields or anything about QuickBooks, feel free to leave a comment below. I'll be happy to lend a helping hand. Take care!