![]() ![]() #1 – Text & Number field: Since the introduction of the custom fields into QuickBooks Online, the text field has been the standard field available for everyone to use. ![]() Step 1: Understanding the four custom field optionsīefore we can dive deeper into some of the specific use cases we have established for our clients, let’s review each of the different field types and suggest a use case for each one. ![]() When adding a new custom field to track additional data, you must first choose the data type (custom field type) you would like to use (see Step 1):Īfter selecting the type and category of field, it is time to select which forms you want to use your new custom field and if they should be visible on printed documents (see Step 3). This five-step guide will take you through a deep dive of this powerful feature as we define the different field types by providing use cases. The new custom fields option has quickly become the favorite feature among our clients using QuickBooks Online Advanced, but like any tool, it is important to understand how and when to use it. Now, one year after launch, we have a couple of clients that we purposely upgraded to the new offering … and they are loving it. ![]() At first glance, it’s easy to miss all the new features hiding inside QuickBooks® Online Advanced, but once you dive in and start taking advantage of the new tools, you will never look back again. ![]()
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May 2023
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