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How to use custom fields in QuickBooks Online
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All Training Videos: QuickBooks Online Tutorial - How to use custom fields in QuickBooks Online

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What you'll learn

This course includes

  • 11.5 hours of video
  • Certificate of completion
  • Access on mobile and TV

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Get insights you need to make smart decisions with QuickBooks Advanced. See plans and pricing: https://quickbooks.intuit.com/online/advanced/?cid=CSSDR058-VIDEO-US-QBOAV-QBOAV-NA-XSLL-REC-NA-FY25VideoExpansionHTVUKN Custom fields are a great way for you to capture extra data for your business that isn’t already included in QuickBooks. You can add them to invoices, sales receipts, refund receipts, credit memos, and purchase orders to capture whatever information you want. As an example, let’s go over how to add a custom field that captures the sales rep responsible for a sale and then how to run a report to find the total sales for each rep. Note that this feature is available in QuickBooks Online Plus, Essentials, or Advanced. However, if you have QuickBooks Online Advanced the feature is more robust and the process is different and you should watch this other video: https://intuit.me/3x5UO0Z We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic: All Trainings - https://intuit.me/2V3g3mI Getting Started - https://intuit.me/3zcYyzg Online Settings - https://intuit.me/2VTZSZs Account Services - https://intuit.me/3kzFnf2 Sales and Invoicing - https://intuit.me/3rpUo4h Expenses - https://intuit.me/3itWLz7 Sales Tax - https://intuit.me/3ruXILF Setting Up Payroll - https://intuit.me/2VU2XZw Cash Flow: https://intuit.me/2UTC9YZ Inventory - https://intuit.me/3xTzPzZ Apps: https://intuit.me/36OvfqB Accounting Topics - https://intuit.me/36OifkR Reporting - https://intuit.me/3eEtoZQ QBO Advanced - https://intuit.me/3rpqzkz Subscribe to our YouTube channel: https://intuit.me/3bOj0M2 Visit QuickBooks.com: https://intuit.me/QBO The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou. #QuickBooks

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