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May 26, 2020
Question

We have just moved to Quickbooks Online from Desktop Pro. I want to be able to add custom fields to customer profiles and can't find an option to do this??

  • May 26, 2020
  • 1 reply
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1 reply

May 26, 2020

Hi there,

 

Congrats on making the switch to the cloud! I'd be happy to give you a hand with adding custom fields on your account using easy steps. 

 

At this time, the Custom field feature only adds extra fields to sales forms. Here's how to turn on this feature:

  1. Go to the Gear icon and select Account and Settings.
  2. From the Sales tab, select the Sales form content section.
  3. Put a check on the Custom fields tick-box.
  4. Enter a name. Then, Save.

You can select "Internal" to show the field in QuickBooks; select "Public" to show the field on customer forms.

 

Since you're new to QB Online, I encourage you to check out helpful tutorials using this link here. These tutorials will help you save time so you can focus on what you love.

 

In case you have other questions, don't hesitate to reach out. I'll be one message away. :)