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Custom Fields in QuickBooks

November 20, 2013 | By | 37 Replies More

Every business has some sort of unique information that is important to its operation. While QuickBooks Desktop provides the places to store the basic information that every business needs, you will often find that you need to store additional data such as a customer’s vehicle registration number or the weight of an inventory item – information that QuickBooks doesn’t already accommodate. To address this QuickBooks provides us with custom fields, a way that you can define your own places to store information in the QuickBooks database. Today we’ll talk a bit about custom fields in QuickBooks and how to use them.

Custom Field Basics

Let’s take a look at some basic concepts in “custom fields” in the Windows desktop version of QuickBooks. This information applies to Pro, Premier and Enterprise.

A custom field is a user-definable field that you can create in several different lists in QuickBooks. These can be used to store information, up to 30 characters per field.  There is a limited number of custom fields available:

Once you define the custom fields in a list you can then add them to certain transactions in QuickBooks, and include them in various reports. This can be confusing at first – you can’t have a custom field in a transaction (like an invoice) without FIRST defining them in a list (like the customer list). Once you add the custom field to a transaction the transaction has its own copy of the field. If you change a value that field in the list, it doesn’t change the value you see in the transaction.

You can create custom fields in several lists:

  • Item List
  • Customer List
  • Vendor List
  • Employee List

The item list has a limit of 5 custom fields in Pro and Premier. In Enterprise (starting with V10) you can add up to 15 custom fields in the item list.

For the customer, vendor and employee lists you have a maximum of 7 custom fields for each of these lists in Pro and Premier – and an aggregate limit of 15 for all three lists together. In Enterprise (starting with V10) you can have a maximum of 12 custom fields for each of these lists, with an aggregate limit of 30 custom fields for all three lists together.

Once you create the custom fields in the lists, you can add them to:

  • Invoices
  • Sales orders
  • Estimates
  • Sales receipts
  • Purchase orders
  • Credit memos
  • Build Assembly (only in Enterprise)
  • Various reports (more on that later)

We often see people asking for the ability to add custom fields to other transaction forms, such as Statements. Unfortunately this is not possible.

In QuickBooks 2014 you can also add custom fields to the detail section of Checks, Bills and Credit Card Charges, although with some restrictions when compared to the list above (see this article for details).

In addition, custom fields can be used in several functions, such as Add/Edit Multiple List Entries, the Advanced Excel imports, and a few others.

It is interesting to note that you can change the name of a custom field without any problems. This isn’t surprising, you can do the same with the names of items, customers and so forth. If you change the name of an existing custom field all of the data in that field remains the same, just using the new field name.

An Example to Illustrate

Let’s look at an example of some typical uses of custom fields to illustrate what you can accomplish. I’ll use an invoice transaction in QuickBooks Premier 2013. I am going to assume that you understand how to edit an invoice template.

Here’s what I want my invoice to look like. I have two fields in the invoice header, and two columns in the invoice detail. These are fields that do not normally exist in QuickBooks.

  • Pref Day is the preferred day of the week that this customer wants deliveries. This is information that should be the same for each invoice for this customer.
  • Driver is the name of the driver who is making the delivery. This can change with each invoice.
  • Case Pack represents the number of bottles in a case (I’m not using the “unit of measure” feature, I’m selling by the case). This should be the same for this item each time that I use it.
  • Total Case is a number for each line that tells me how many cases there will be, a number that varies with each invoice.

Custom Fields in QuickBooks

How can I add these fields and columns? If we go to the layout designer we see that we can add a text box or a data field:

QuickBooks Layout Designer

Those won’t help, though. A text box is merely a box of text that I enter when designing the form – it doesn’t let me change the value when I am creating an invoice. A data field comes closer, but I can only add a limited number of fields that QuickBooks provides to me. I still can’t change the values of these fields when I am creating an invoice. So what can we do? This is where custom fields come into play.

Creating Fields for the Header

Let’s start with adding the fields for the header. Select any customer on the customer list and open the Edit Customer window. Select the Additional Info tab and then click the Define Fields button in the lower right. The Set up Custom Fields for Names window will open.

Adding Custom Fields to the Customer

Add the custom fields that you want and check the Cust column for each.

Note that you only have to define the fields one time in one customer record – the fields will be added to all customer records.

Click on OK and you will see that the custom field is added to the customer record. If you want there to be a default value for just this customer when you create a transaction, enter the value in this customer record. In my example I always want the same value in the “Pref Day” when I create an invoice for this customer, but the “Driver” value will be chosen when the invoice is created.

Customer record with custom fields

Now let’s add this to the invoice template. Edit the template and click on the additional selections button (not the layout designer), then scroll to the bottom of the list of fields in the header tab. You will see that your custom fields have been added to the bottom of the list. Place a check mark in the screen and print columns to add the field in both places. You may need to use the layout designer to place the field in the desired location on the printed form.

Custom fields in invoice header

If we create an invoice using this template you will see that the custom fields show up. If you use the customer we worked with earlier, the default value for the “Pref Day” custom field will fill in. We can edit the value in that field, and we can enter a value in the blank field.

Custom fields on the invoice

Please note the following:

  • You can only enter 30 characters of information in a custom field.
  • You cannot change the size or position of the field on the screen, but you can change that for the printed form using the layout designer.
  • If there is a value in the custom field in the customer record it will fill in the field in the form (as you see with “Pref Day” in the screen shot above).
  • Changing a value in this transaction will not affect other existing transactions, these values are stored in the transaction itself.
  • If you change a value in one of these custom fields you will be asked if you want this information to update the custom field in the customer record, to make it the new default. Note that you cannot change this behavior in QuickBooks (it can be annoying).

Changed the value in the custom field

Creating Columns

Fields created in the customer list can only be used in the header or footer of an invoice. If you want to create a new column in the invoice you must add a custom field to the item list.

Edit any item in the item list and click on the custom fields button.

Custom Fields in Item List

In the custom fields screen click the define fields button.

Define Custom Fields in Item List

This is similar to what you’ve seen above. You can create a label for the custom field, and place a check mark in the box.

Set up Custom Fields for Items

As with the customer record you can enter a value in the custom field for any item on the item list, and it will show as the default value when you add this item to the invoice. You can also leave it blank. Note that you only have to define this field in one item, it will then be available in all items.

Custom fields with values in item list

Now let’s add this to the invoice template. Edit the template and click on the additional selections button (not the layout designer), then scroll to the bottom of the list of fields in the Columns tab. You will see that your custom fields have been added to the bottom of the list. Place a check mark in the screen and print columns to add the field in both places.

Custom fields added as columns

When we look at our invoice on the screen, you see that the custom fields have been added as columns.

Invoice with custom columns

Please note the following:

  • You can only enter 30 characters of information in a custom field.
  • You can change the width the field on the screen.
  • It is not possible to create a column that is used in a calculation, such as the difference of two values, or that has an effect on the quantity, rate or amount columns (you can use a third party add-on such as CCRQInvoice for some calculations).
  • Select the item first, before entering a value in a custom field.
  • If there is a value in the custom field in the item record it will fill in the field in the form (as you see with “Case Pack” in the screen shot above).
  • Changing a value in this transaction will not affect other existing transactions, these values are stored in the transaction itself.
  • Unlike custom fields in the header, when you save this invoice you do NOT have the option of saving the value back to the item record if you make a change.

Looking at the Finished Invoice

Here is our invoice, with the custom fields:

Finished invoice with custom fields

Keep in mind that the same principles apply to the other forms that you can work with. All of the other sales transactions (estimate, sales order, sales receipt, credit memo) work just the same way. Purchase orders are the same, other than using the custom field that you set up in the Vendor list. Those are the primary “forms” that you are going to be working with (along with, possibly, Build Assembly forms in Enterprise).

Custom Fields in Reports

So now you have custom fields in your lists, and in your transaction templates, how about using them in reports in QuickBooks? That can be a bit frustrating, sometimes, until you understand how Intuit handles custom fields in reports.

Remember that custom fields exist in two places – in the list record and then in the transaction record. When you look at a report in QuickBooks you have to understand which kind of record is being used as the source for the data – a list or a transaction.

Looking at my sample invoice above you can see that there are differences in the value of the custom field between the list and transaction records. For example, Driver is blank in the customer record, but has a value in the invoice record. Same name for the field, but a different copy of the field in each place.

Let’s look at the Sales by Customer Detail report. I can “customize” this to include the custom fields as columns, and the custom fields from both the customer and the item list are available. Here I’m just showing the fields from the customer list as an example.

Customize the Sales by Customer Detail

Here’s the report – the values that show in the custom field are the ones found in the transaction and not in the list. That is because this is a transaction detail report. That makes sense. However, if you want to show values from the customer or item list itself, you can’t add that to this report.

Sales by Customer Detail

How about a list report such as the Item Price List? As you would expect, the values here are the ones found in the list record, since no transactions are involved.

Item Price List

Some reports in QuickBooks can be frustrating. I might want to have a Sales by Customer Summary report that I can sort or filter by a custom field, but these reports don’t let you select which columns to include (I’m always frustrated by that).

In other reports it can be hard to decide which values are going to show up. How about an A/R Aging Detail report? Since it is a “detail” report, I would expect that to use the values found in the custom fields in the transaction? Well, sort of – it DOES include the values from the header custom fields (in the transaction), but even though you can add columns for the item list custom fields, they never include any values. The “detail” is from the invoice header, not the invoice details. It is odd that QuickBooks lets you pick fields that will always be empty.

A/R Aging Detail

So you have to look at which values are being accessed in each kind of report. Is the data source the list? Is the data source the transaction? Are the records shown based on the header or main transaction record, or are they based on the detail lines of the transaction? It can be confusing.

This is one of the reasons why I often rely on a third-party reporting tool like QQube, which usually provides you with more information and in a clearer format.

Don’t Use the “Other” Fields

When you are editing transaction templates you will notice some fields named the “Other” fields. You’ll find “Other” in the Header tab, with “Other 1” and “Other 2” in the Columns tab. I recommend that you don’t use these in most cases.

The "Other" fields

These are holdovers from older versions of QuickBooks, from a time before we had “custom fields”. They only exist in the transaction, not in the list. The main reason why I avoid using them is that any value stored in these fields is NOT available in QuickBooks reports. The only place you can see their value is in the transaction itself (or, possibly, in a third-party add-on).

Another reason why I don’t like these is that (starting with QuickBooks 2013) there can be some confusion. When you edit a customer you can see several fields labeled “Other” – these are not the same fields. This is an unfortunate option for naming these fields, since there is no connection.

The other "Other" fields

Special Attributes for Enterprise

Starting with Enterprise V10 there are a number of enhancements to custom fields that are ONLY found in Enterprise. Prior to V10, Enterprise was the same as Pro and Premier.

As I mentioned earlier, the limits to the number of custom fields are higher. You can have up to 15 custom fields in the item list (up from 5), and up to 12 custom fields for each of the customer, vendor and employee lists (up from 7, with a limit of 30 for all three lists together).

Another special feature that was added in Enterprise is the ability to specify “attributes” for custom fields. Normally, custom fields are just 30 characters of text. Enterprise allows you to select one of several “input masks” that can limit the type of text that you can enter in the field.

Custom Field Attributes

It is important to note that all this does is to change how you can enter the values. They are still stored as 30 characters of text.

You can change the attributes of a field, but you have to be careful if you do that with a field that already has values in it. If, for example, you have a custom field that was set to “Any text”, and you have the value “ABC”, then you change the field to a “Numbers” attribute, it can cause some issues if you try to change the value of that field.

This is a fairly simple implementation of an input mask. The program doesn’t help you, it only nags at you if you make a mistake. If you select a “date” attribute, for example, you don’t get a popup calendar to pick from, you just have to enter the date in the right format. If you pick a phone number attribute like “Phone-optional Ext (xxx-xxx-xxxx-xxxx), if you don’t enter the number exactly right you will get a warning.

Custom field phone number

It would be nice if they used a more complex method that would accept various values and fit them in correctly. For example, with the phone number, I should be able to enter the number without dashes and have it be accepted as long as I have the right number of digits.

One area that you need to be concerned with is how these “attributes” affect data entry from Excel imports, IIF imports and updates from add-on products. If your input value doesn’t match the requirements of the custom field attributes, the data could be rejected or ignored.

Another feature of the custom field attributes is the ability to mark a custom field as “required” in both the transaction and list. When you choose this for a custom field in the item list you can specify which item “types” this requirement will apply to.

Required Custom Field

Use this with caution, because you will NOT be able to save the item or the transaction until you enter a value in the required custom field.

User’s Multi-Choice List

One of the most popular options here is the “User’s multi-choice list”. This allows you to define a list of up to 100 entries (each limited to 30 characters) that you can choose from. Note that you can sort the list. You can also choose to force the answer to be from this list, or accept an entry not on the list.

User's multi-choice list

In the transaction you see the dropdown list.

Dropdown list in an invoice

Custom Fields in QuickBooks Are Very Useful

This is a GREAT feature that is very widely used. I use custom fields in almost every installation that I work with. Intuit could make this more useful, but they’ve done a reasonable job. The main issues I have are that I wish many of the features found only in Enterprise were also available in Premier. The “User’s multi-choice list” option and the ability to have a larger number of custom fields would be greatly appreciated by Premier users. Also, I think that the “input mask” feature of the custom field attributes could be done better – it isn’t that difficult to create an input mask that helps you enter the data correctly, rather than just nagging you if you make a mistake.

Let me know if any of this isn’t clear, or if I missed something!

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Category: QuickBooks Tips/Tricks, Working with QuickBooks

About the Author ()

Charlie Russell is the founder of CCRSoftware. He's been involved with the small business software industry since the mid 70's, and remembers releasing his first commercial accounting software product when you had a one-floppy disk drive system, loading the program from one floppy and then replacing that with the other floppy to hold the data. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise. He also is a Xero Certified Partner. Visit his CCRSoftware web site for information about his QuickBooks add-on products. Charlie can be reached at charlie.russell@sleeter.com He is also the author of the California Wildflower Hikes blog Connect with Charlie at Google

Comments (37)

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  1. I currently use custom fields in Premier Accountant 2013.

    I use them to track who referred a customer to me, if my customers have written reviews (if they have, I give them a break or don’t charge for small questions if they call or e-mail me later for support), their operating system, version(s) of QuickBooks, if networked and number of licenses, their web site (later versions have made this somewhat obsolete), and industry.

    I would find it handy to be able to set up a “user’s multi-choice list” option and to have a larger number of custom fields.

    I suppose I could upgrade to Enterprise Solutions (ES) since I get the program free as an Advanced Certified ProAdvisor (along with the Advanced Pricing package as I am also certified in ES as well) but I prefer to use the same type of software that most of my small business customers in Greater Seattle use.

  2. Fran Reed says:

    Great Article Charlie… I always encourage clients to use Custom Fields they get so much more out of QB with their correct use.

  3. SUE says:

    We currently us QB Enterprise 13 and i have used custome fields for sometime with serial numbers. We are an outdoor power equipment dealer and our whole goods are serial numbered – had used advanced inventory but liked using the custom fields better; HOWEVER we have a problem with the value in the field saving to the invoice – if you save the invoice before you enter the item with the serial number in the custome field and then input the serialized unit it will save – if you just put in the item with the serial number and save – it saves all the info EXCEPT the custom field?? have struggled with this and have found no fix – have removed the field from the invoice and then added it back in and still doesn’t work – any ideas??? it works perfect other than that quirk??

    • Sue, I’m not sure if I follow exactly what you are saying, but that doesn’t sound right. Try creating a new test company, add a few items and set up the custom fields, and try it there. Does it work the same?

  4. Cliff says:

    If I had to rank the best QB feature, the custom fields would be number one on my list. When reviewing all the other competitor accounting systems, and third party add-ons, no one came close to QB’s custom fields flexibility and functionality.
    Having said that, two areas that could be improved.
    1) When exporting custom fields to excel, the data is transferred as text. This includes dates and numbers. The custom field columns have to be converted to a date/number format using Excel’s Test to Columns tool. It would be nice if the custom fields could be stored in other formats, and not just text.
    2)After adding several custom fields to Documents, such as Invoices/Sales Orders, etc,, the document columns begin to shrink in size and become too narrow to see/read the data in the columns. The user has to continually manually resize the width of the custom field columns to enter the data, or read the data. Intuit should add a preference (in Enterprise) so we can add a horizontal scroll bar to the bottom of the documents, so the column widths stay fixed. An example of this horizontal scroll bar is in the Add/Edit Multiple List Entries screen.

    • I hear you, Cliff. The export issue is a bit tough – in my add-on product I ended up exporting each custom field to two “types” of fields, one text and one numeric, to get around that. For the width issue, my workaround is that I have two monitors side-by-side and I drag the window reaaaalllllyyyyy wide.

  5. Karen Farren says:

    Charlie: Can custom fields be used as a work-around in QB Pro or Premier to show an Item’s bin location and warehouse? Granted, it would be static (no transfers)but as long as the client was consistent on location, it might be helpful for the physical inventory and stock pulls?

  6. Michelle from Hawaii says:

    I had a client who tried to create custom fields in Quickbooks online for for her customers but the options are very limited (Other & Notes). Is there a way to work around this? Do you think that QB will add this feature to its online product? I know you can create custom fields for the sales invoices, etc. but you can’t for customers like you can in the desktop versions.

  7. Kim says:

    We run a automotive reconditioning shop, been in business for 12 years, and currently invoice through our franchise’s website, and upload basic data on the invoices from that website into qb to receive payment, run statements, and pay bills. We no longer will be able to invoice through this online invoicing system, so we thought we could switch over all of the invoicing through qb. We mostly do wholesale work for auto dealerships. They require VIN, Stock #, Year, Make, Model, & color of the vehicle on the invoice, as well as the service provided and cost of service. We also need to track which technician did which service because they are paid on commission based on sales. All of these items we would like to type into fields, and since most of our employees are out in the field doing the work and creating the invoices, we need to come up with a plan to allow them to invoice mobile-y, which we’ve been told is to us QB online as they can use tablets/laptops. I’ve been seeing that qB online is very limited with fields you can customize, as compared to desktop version. I’m just not sure what we should do. Do you have any advice?

    • If your decision is made to work with QBO, you will have that issue. “Custom fields” are very limited in QBO, when compared to QuickBooks Desktop. There may be an add-on product for your industry that can help with QBO, but I’ve not worked with any (I’m not sure if something is available now).

      For QuickBooks desktop I can’t give you very specific recommendations as there are many factors involved that I don’t know about with your situation. You should work with a knowledgeable ProAdvisor on this kind of thing. Remote access for the desktop can be done in several different ways. There are mobile apps of various capabilities (and differing costs) that will let people in the field work with QB Desktop. There are some great “field service” kinds of apps. Another approach, you can use a hosting company to host QB Desktop and allow remote users to access it via a browser on a connected laptop.

      I can’t give you specific recommendations via a blog comment. You need to find a consultant who is familiar with these kinds of things who will look at your specific needs.

  8. Charlie,

    > It is not possible to create a column that is used in a calculation….you can use a third party add-on…

    Yes, and there’s a new add-on which lets you do spreadsheet-based calculations between custom fields and most other fields (including form header and footer fields) on Invoices and other QuickBooks forms.

    It’s called FormCalc SST for QuickBooks ( http://www.goflagship.com/products/sst.htm ) and was released in December.

  9. Julia Kate says:

    This is an excellent overview of custom fields. I find this very similar to when using SalesForce. Attributes in Quickbooks Enterprise have definitely improved the ease, usability and flexibility. Agree about the phone number validation, its a pain when you have it in different formats and need to convert to another. Just no of digits should be fine.

  10. Kara Yoo says:

    Hi Charlie,

    Thanks for another informative article.

    I have an issue that I was hoping you could help me with. I have created a custom field for product sizes. I need the information for work orders, which is easy enough to do, but on my invoices I would like the products to collapse based on item number (i.e. to disregard the size column). Do you know if that is possible?

    Thanks in advance for your help!

  11. Stella says:

    I want the custom fields I create to show up on the employee organizer in Enterprise. Or is there a way to change the existing field names in the employee information section that we are not using?

    Thanks

    • WHERE in the Employee Organizer? There are a lot of parts to that

      • Stella says:

        Under Employee Organizer – then Employee Summary.
        I created a custom field for Driver’s License for all my employees. I want it to show on that screen (employee summary) but it doesn’t.
        There are fields that are not being used, can I change the names of those fields?
        Am i doing something wrong?

        • In the employee center, you can’t change what appears in the “employee information” screen. Custom fields will show in the Additional Info tab when you edit an employee.

          You can, however, add custom fields as columns on the left side of the Employee Center. Right click on the column headings, select “customize columns”, then you can add the custom field there.

          You can only change names of existing fields if you have a relatively current copy of QuickBooks – there are several fields in the “address & contact” tab, when you edit the employee, where there are dropdown options for 6 fields. You can’t specify your own name for them, however.

  12. Anneesh says:

    Good day!I would like to ask how can i get a inventory aging in QuickBoks Pro Plus 2011?we really really need it….

    • I guess that depends on what you mean by an “inventory aging”. If you are looking to see how long items have been “on the shelf”, that isn’t something that you are going to easily get out of QuickBooks. The program doesn’t track individual items or lots of items unless you move up to Enterprise with Advanced Inventory – and even then, aging information is hard to get out.

  13. ZAHEER says:

    I have created a custom field and added to the invoice layout (SKU). How do i move this column where i need it. ( i mean i need this column to show on the invoice as the first column, instead of the third column)

    • Use the “Additional Customization” screen – in the screen shot I show on columns, where you are checking the boxes to include the columns, the “Order” column is what you use to rearrange the order of the fields from left to right.

  14. Andy says:

    Well written article! My question that I have for you is that I need custom fields on the item to track batch codes and expiration dates. The users multi-choice list looks like what I need. I’m just a little confused because I have an item that has 5 different batch codes and expiration a dates. Can custom fields be used to track how many quantities of the 5 batch codes and expiration dates? So let’s say I have a total of 500 quantities on hand, but of that I have 100 each are different batch codes and expiration. What I need to know is does qb will track by custom fields.

    • Andy, you won’t be able to track a quantity on hand of an item in a batch by using custom fields – at least, not easily. There isn’t a good way to associated a particular batch (with a particular expiration date) and know how many of that batch you have left.

      If you have QuickBooks Enterprise you can get some degree of “batch” or lot control using the Advanced Inventory add-on feature from Intuit. That gives you the ability to create “lots” and track how many are in a lot. Unfortunately, they don’t have expiration dates that can be associated with the lot, and you can’t use a custom field to help with that easily. And, in my opinion, the reporting features for Lot tracking are inadequate. See my initial review of this at http://www.sleeter.com/blog/2011/09/quickbooks-2012-inventory-lot-tracking/

      Keep in mind that with Advanced Inventory you must have Enterprise, a full service plan, and pay the annual fee for the feature. It isn’t cheap.

  15. Mike Kieny says:

    Charlie,
    Great article – well written, detailed and informative as usual. They are a great tool and we use them many places. One issue with Custom Fields that we have encountered is sorting by them on the “Add/Edit Multiple Entries” screen. It does work, however it is extremely slow. Not sure if others have encountered this or not. Sorting by Custom Fields seems to work in other places such as on reports, Item List, Inventory Center…just not on the “Add/Edit Multiple Entries” screen, which is unfortunate since that is a very useful point to update your data. We have seen this on Enterprise 13.0 and 14.0, live data and sample company data.

    This type of behavior leads me to believe that it is a software issue and not hardware, data, or setup – but we can’t say for sure. If others are having this issue, hopefully this will save them some frustration. Thanks!

    • Interesting, Mike. I don’t normally work with very large item or customer lists (I assume that you have large lists) in my normal test situations, so I’ve not noticed that. The internal database structure for Custom Fields is very odd (it is a royal PITA to deal with when working with add-on products, for example) and I am not surprised. It slows things down incredibly in some situations.

      Best I can say is to use the feedback option in the Help menu to let them know. If enough people comment on it…

  16. Lisa Peterson says:

    What is best use of the name field in Quickbooks Enterprise. For our P&L = name source is the vendor, memo is the detail. What do other orgs use “name’ to track? I feel like I’m underusing the power of that column for reporting. Any thoughts would be appreciated. Thank you.

  17. April Gross says:

    Hi Charlie,

    I set up a custom field in QB for our invoices. It worked great and we’re able to pull it for reporting, which was the issue previously. However, I set it up on my computer. Everything shows properly when I create an invoice, however when someone else goes into invoicing and uses the template I created it says “custom fields are used in this template” and drops the field from the template when they open it on their machine.

    Is there something I’m doing during set-up that isn’t selecting this at a company level?

    Thank you,
    April Gross

  18. Bobbie Power says:

    Can you use custom fields with statements?

  19. Anton says:

    Hi Charlie,

    We have been using QB 2006 for some time as there are no versions thereafter that allow for multi-currency and placing of calculated fields on invoices.
    This version is only working with Windows XP. This version of Windows is unfortunately no longer supported.
    So we have to update. My question is – can the latest version of QB (2014) support the calculated multicurrency fields that 2006 can? I have had no luck out of QB help – they have very limited knowledge and gave me the wrong answer when I purchased QB 2010.

    Hopefully you can help please!

    With thanks
    Anton

  20. Suz says:

    Good evening

    I am have just started using Quickbooks 2013 Simple Start Edition for our company.

    I have set up the design and layout for our invoices and estimates, I am however stuck when it comes to designing the customers statements. I cannot find where to go to design the layout, change fonts and include the company logo.

    I hope you can help me.

    • Suz, in the US there isn’t a desktop version of the product you refer to, so I can’t comment on that. And, in general, the “simple start” editions are just that, simple, with very few customization features.

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