Easily Hide Advanced Field in the Accounting Services Proposal

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How to Hide Advanced Field in the Accounting Services Proposal

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hi folks in this video im going to show you by far what my favorite feature inside quickbooks online is which is building custom drop-down fields now were also going to use the new custom report builder to build reports using those custom drop-down fields and im sure youre going to absolutely love it as much as i do now everything that were going to be discussing today only works in the advanced edition of quickbooks online if youre not sure which version you have click on the gear menu on the top right of the screen and then go into account and settings in accounting settings youre going to click on billing and subscription on the left hand side and then up here where it says quickbooks plus right now it should say quickbooks advance if you have simple start essentials or plus none of the stuff that were going to cover here today will work you will need to upgrade to quickbooks online advance in order to have access to those features to upgrade just click on upgrade your plan

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I delete a custom field?

In the menu, click Settings to access the project settings. Click the name of the custom field you want to delete. Next to the fields name, click to open the menu. Click Delete field.

How do I edit a field in QuickBooks?

In the Actions column, select Edit. Edit the fields name, select the forms it appears on, and choose whether its visible to customers or vendors.To make a custom field active or inactive: Select the arrow next to Edit. Select Make active (or Make inactive). Select Yes in the pop-up message to confirm your choice.

How do I edit custom fields in QuickBooks desktop?

QuickBooks Desktop for Windows Go to the Lists menu and select Item List. Double-click any item on the list to open and edit it. Select Custom Fields. Name your custom field in the Label column. In the Use column, select the checkbox to turn on the custom field. Select OK to save the custom field.

How do I change custom fields in QuickBooks?

QuickBooks Desktop for Windows Go to the Lists menu and select Item List. Double-click any item on the list to open and edit it. Select Custom Fields. Name your custom field in the Label column. In the Use column, select the checkbox to turn on the custom field. Select OK to save the custom field.

Can you delete items in QuickBooks desktop?

Delete an item Go to Lists, and select Item List (for Windows) or Items (for Mac). Select the item you want to delete. Go to Edit, and select Delete Item.

How do I customize a template in QuickBooks desktop?

How to customize form templates. Select the type of form youd like to customize. From the form, select the Formatting tab then select Manage Templates. Select a template to preview, then select Copy to create a new template or select OK to edit the template.

How do I customize an invoice template in QuickBooks?

How do I change the template on invoices Click the New Icon (+). Choose Invoice. From the bottom portion of the Create Invoice window, click the Customize link. Select the invoice template you want to use. Enter the invoice details. Click the Save and Close button.

How do I delete custom fields in QuickBooks desktop?

Heres how: Go to the Gear icon on the top menu. Choose Custom form styles under Your Company. Tick Edit on the form template you want to change. Tap Content. Select the Header part in the sample form. Under Display, click the Custom field link. Remove the checkmark on it. Press Done.

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