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Kara A
May 21, 2025
Question

Quickbooks Desktop - Adding an analytics field

  • May 21, 2025
  • 1 reply
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I'm using QB Desktop Enterprise 2024 and I would like to add an analytic field on my marketing expenses. We take part to several events and I would like to track the costs of each event.

 

I have created a new field "Event" and I have added it to "Enter bills".

I have also created a drag down menu and the values I want for the events.

I'm not using items to book the marketing expenses because they are related to several general accounts and several vendors accounts.

 

It's only possible to enter a data in the field Event via Items, and I cannot enter a data via Expenses.

How can I enter a data in the new field I created via Expenses ?

 

Thanks

    1 reply

    E
    Erika_K
    May 22, 2025

    Right-click on the expenses page and select Customize Columns to make adjustments, Kara.

     

    Since you've already created a field column in Items, you can directly select it when customizing your expenses to enter data for that specific field. Then, this field will be added as a column on your expenses. I'll add a screenshot below for visual references:

     

    Additionally, explore these articles to manage your items and use various reports for improved cash flow insights:

     

     

    You're always welcome to come back to this forum or conversation if you need additional help with your item lists or other QuickBooks-related concerns. I'll be here to assist you further.

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