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this is jason from the quickbooks team custom fields are a great way for you to capture extra data for your business that isnt 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 lets 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 the process is different and you should watch this other video here to start select settings and then custom fields and finally add custom field first enter a label for the new field just call it whatever youre trying to track then choose whether you want the field to appear on all sales forms if you have quickbooks online plus you can add your custom field to purchase ord