Tags & Custome Fields

I have custom fields for a few things, but it sounds like you are wanting to pull reports by events in order to track total spent. I think that tracking by class(event) is the best way to go . You would need to make sure that class checking  is checked in your company preferences and I would also check prompt  to remind you.   Then when you enter a bill or credit card, there will be a field/column for class. You can add a class from there or set it up from the list menu - class list.   You can pull  reports and include the class and even sort by class.  

Hello, Tobey. To integrate custom fields while entering expenses/bills and pulling reports, you'll first need to enable them in the Account and Settings section in QBO. I’ll guide you to achieve it.

Here’s the guide you can follow to turn on the required setting:
 

1. Firstly, go to the Settings gear icon at the top right corner.
2. Then click Account and Settings.
   
   

    

   
   
3. After that, select Expenses from the left menu.
4. Look for a section called Bills and Expenses and click the edit (pencil) icon.
   
   
5. Check to make sure Track expenses and items by the customer are turned on.
   
   

    

   

    

6. Next, go to the Sales tab, scroll to Custom fields, and click on the pencil icon to edit or add custom fields.
   
   
   
   
   

    

7. Create the custom fields you need for your events, making sure to check the box to include them in the reports. 
8. Click Save and then Done.
   
   

Make sure to take note of the following when adding custom fields to expenses/bills:

• Input the necessary data in the custom fields as you record the expense.
  
  

Moreover, you mentioned earlier about pulling reports with custom fields. To achieve this, you can follow the steps provided below:
 

1. Go to the Reports menu.
2. Choose the type of report you'd like to run (e.g., Expense by Vendor Summary, Profit and Loss Detail).
   
   

    

3. Once you have your report, click on Customize.
4. Scroll down to the Rows/Columns section and click on Change columns.
   
   

    

5. You should see your custom fields listed here; check the fields you want to add to your report.
6. You can also add filters to include only specific entries that have data in the custom fields by using the Filter option and selecting the custom fields.
   
   
7. After setting up your columns and filters, click Run Report to generate the updated report with your custom fields.
   
   

Remember to save your report settings or memorize the report if you plan to use the same customization often. This way, you won't need to redo the settings every time.

Furthermore, check out this article you can use as a reference when editing custom fields in QuickBooks: Create and edit custom fields in QuickBooks Online Advanced.

Additionally, you can refer to this article for guidance on managing bills that require immediate payment as well as those that can be paid later: Learn the difference between bills, checks, and expenses in QuickBooks Online.

Feel free to visit the community forum if you have more questions about managing custom fields managing transactions, we're always here to help.