
How to Use Enhanced Custom Fields
Enhanced custom fields in QuickBooks Online Advanced let you track anything that’s important to your business.
For example, you can track the sales rep responsible for a sale, the customer number, or the beginning or ending dates on a job.
In this video, we’ll show you how to set up custom fields for sales rep and then run a report on each sales rep.
To get started, you just select “Custom Fields” from the “Settings” menu and choose “Add Field.”
Then you can create a label for the new field and enter what kind of information it is.
You can assign it to a customer or vendor and from now on you’ll see the new field anytime you create or edit a customer or vendor profile.
You can also choose to show the custom field in customer-facing receipts and emails.
Just record a new transaction like you normally would, then enter the new data in the enhanced custom field to start tracking.
For example, you can build a report that shows the data for each sales rep.
Then, once you save this customization you can easily run the same report again later.
With enhanced custom fields you can track anything you want to directly in QuickBooks Online Advanced.
Want us to handle this for you?
If you'd rather save time and avoid getting buried in the details, we can take care of your bookkeeping and more from start to finish.
Contact us today to schedule a free discovery call and learn how you can experience a new level of clarity, control, and confidence in your business.
