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Custom Fields

Would be nice if we had some simple custom fields that we could add to items like Customers, Sales Orders etc. To help us better organize. I.e. track if customer is Wholesale type or Retail type of customer etc. We have customers we take care of internally or in-house and some we contract out to manager for other companies. Custom fields that we could search by would help make it easier to organize data and filter reports. Thanks -

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    Greg shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    61 comments

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      • bethmelanson commented  ·   ·  Flag as inappropriate

        Please add any custom fields that have been created in our files to the customer contact report, customization, add columns option. These fields are imperative to any report that is done. The function of being able to filter by the custom fields would be a huge timesaver. Please add them right away. Thank you!

      • Anonymous commented  ·   ·  Flag as inappropriate

        Would be nice if there could be a custom field that is required, and one that has a drop down choice - so that you could track invoice staging (we categorize our invoices like pending review, work in progress, completed but not ready for delivery yet)

      • nana commented  ·   ·  Flag as inappropriate

        For a small business owner, this is imperitive. I have mentioned this to half a customer service reps over the past two weeks (as we worked to solve other problems) and not one mentioned to me about the company preferences solution. However, three is FAR to few. Accounting is only half the reason I use Quickbooks--it is important to have one place to keep all the information about a customer. For now my fix will be Excel, but if I find a product that is suited to my business (and there are many) I will leave Quickbooks.

      • mike commented  ·   ·  Flag as inappropriate

        I have just read this website,you have posted a very nice post.You have written about custom fields which are quite informative.
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      • Anonymous commented  ·   ·  Flag as inappropriate

        The custom fields QBO offers are only in the invoice/form templates.

        We need customized "Customer Details" fields. Pull-down fields where we decide the criteria. For example, a drop-down where we can choose customer type - Govt. Contract, Non-Govt. Contract, Grant, Sponsorship....etc. (that is specific to our non-proft and may not be applicable to other businesses, so 'customize-able' is KEY)

        Searchable.... yes. Field option for all reports.

      • kphahn commented  ·   ·  Flag as inappropriate

        I'm in full agreement about the custom fields. Customer type is essential as well as searchable custom fields.

      • cfreeland commented  ·   ·  Flag as inappropriate

        I was told the solution to this is the ability to create our own templates in the next release. I don't have time to create my own template, particularly when I like yours. I simply want to be able to add my EIN number to your existing template so that I don't have to type it into every invoice.

      • cfreeland commented  ·   ·  Flag as inappropriate

        The custom fields have rules attached to them so they are not truly custom fields. Custom fields need to be free form with no rules attached so we can use them for whatever data we like. My particular issue is with EIN (data typically needed on most invoices). The custom fields are set up so that I have to enter "EIN Number" in the field. It will then show on my invoice, but each time I will have to type in the EIN number. Further, when I tried to type my slogan in the custom field, it was ignored.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I think "customer type" would help do this too. You can not assign a customer type in the online version like you can on the desktop

      • KK commented  ·   ·  Flag as inappropriate

        I am looking to add unique fields to the customer template as I see fit. Ex. Parents are my customer, but I want to add the kid's name to customer information. Ex. How did you hear about us.

      • julia commented  ·   ·  Flag as inappropriate

        For me, using the custom fields are too cumbersome as they have to be keyed each time on the individual invoice. There needs to be a customer type and sales rep field added to the customer detail screen at minimum so that information carries over without having to enter it each time we run an invoice.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Add custom customer fields. In addition to custom invoice fields, allow for custom customer fields 1, 2 3.

      • nazrin commented  ·   ·  Flag as inappropriate

        but that custom fields were on header. can we create it in the column beside description under the table content

      • Anonymous commented  ·   ·  Flag as inappropriate

        I have a custom field called "Purchase Order". Would be great if the Customer Statement showed my custom field "Purchase Order" along with the usual invoice number.

      • Jeff Mullins commented  ·   ·  Flag as inappropriate

        What is really requested here is blank or drop-down fields to acknowledge more data attached to the customer/vendor. As a programmer, I am shocked to see the online version so deficient vs. the desktop version. The desktop version has 7 custom fields (and they are not just sales/invoice fields). Notice the reply here from "product development". They state they have 3 custom fields available, but notice it says "company > preferences > sales form entry > custom fields". This means is it not a custom field till you create an invoice. What if we need to add global customer/vendor info that is not needed on every invoice like their shipping preference or lease dates? When you add this the notes section, it can easily get chaotic with other entries made. Also, you cannot run reports on the data since it could be miles of entries made that are non-related. Add the custom fields and the requests will go away.

      QuickBooks Online Feature Requests: Sales Transaction

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