All Training Videos: QuickBooks Online Tutorial - How to use enhanced custom fields | QuickBooks Online Advanced

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 Enhanced custom fields in QuickBooks Online Advanced (Learn more: http://intuit.me/QBO-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. In this video: 0:00 Use enhanced custom fields in QuickBooks Online Advanced to track anything you want. 0:10 For example, you can track the sales rep responsible for a sale, the customer number, or the beginning or ending dates on a job. 0:15 You can set up custom fields for customer and vendor records as well as for transactions. 0:27 As an example, we’ll go over setting up a sales rep and then how to run a report for each sales rep. 0:33 Select “Settings” and then “Custom Fields” from the menu, then “Add Field.” 0:40 First enter a label for the new field, then choose the kind of information it is. 0:57 You can set up a new dropdown list with all your sales reps’ names to make it easier. 1:10 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. 1:17 If you want the same information to appear on transactions, you can choose which forms you want it to appear on. 1:35 Select “Print on form” if you want customers or vendors to see your custom field when you print or email a transaction. 1:43 Save the custom field. 1:50 A checkmark means the custom field is available on that form; a printer icon means that it appears on the form when you print or email it. 1:58 Just record a new transaction like you normally would, then enter the new data in the enhanced custom field. 2:08 After recording the information a few times on transactions, QuickBooks lets you filter information on reports or reorder your reports using the new data. 2:15 For example, you can build a report that shows the data for each sales rep. 2:20 Start with a normal sales report and you can see every line of every sales transaction in the report’s date range. 2:35 Select the “Group by” menu to organize your report by custom fields. 2:40 Choose the “Sales rep” field. Now the report shows the company’s sales organized and totaled by the sales rep. 2:45 You can save this customization if you want to run the report again later. 2:50 Now you can set up enhanced custom fields to track anything that’s important to your business. We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic: Getting Started - https://bit.ly/2PaHuGz Accounting Basics - https://bit.ly/2Jc5dSX Sales - https://bit.ly/2Weq7WV Invoicing - https://bit.ly/2JelfeQ Expenses - https://bit.ly/31HK89r Reports - https://bit.ly/2MADTzM Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj Managing Inventory - https://bit.ly/2W8NQaH Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio Subscribe to our YouTube channel: https://intuit.me/3bOj0M2 Learn more about QuickBooks Online Advanced at: http://intuit.me/QBO-Advanced #QuickBooksOnline #QBOA #QuickBooks #CustomFields The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.