Define Fields in QuickBooks Desktop accounting software

Software: Intuit QuickBooks Desktop Accounting Software
Data field is a place, a container, in a database which stores information. For example, when recording a contact in QuickBooks, the Company, Phone, Address, etc. are data fields.

QuickBooks allows the user to define up to 7 Custom Fields in Name (Customer, Vendor, and Employee) and 5 in the item (The item such as Inventory, Service, Inventory Assembly, etc.). You can insert the Name’s Custom Fields in the Header section of an invoice form and the Item’s Custom Field in column section of the template. The Custom Fields are non-calculative, it is a text field for inputting static information.

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For example, you require a field to capture since when the contact starts buying from you. You may add a Custom Field in the Name and label it as “Customer Since”. Whenever you create a customer, add the date in it. You can use the Custom Field in the item to capture information such as size, colour, product measurement, etc.

Besides inserting the custom field into a template, you can pull it out to the relevant reports or use it in the Find function.

Although QuickBooks has limited custom fields available, it should be enough for most of the small businesses to manage their accounts.

 

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