Easily Insert Advanced Field into the Bookkeeping Contract

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A step-by-step guide on how to Insert Advanced Field into the Bookkeeping Contract

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Add more fillable fields and delegate them to a specific receiver.
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Generate reusable templates for frequently used files.

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How to Insert Advanced Field into the Bookkeeping Contract

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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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Got questions?

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 customize columns in QuickBooks?

Select which columns you want to see in your lists. Go to the Home page and select the list you want to customize. Right-click anywhere on the list. Select Customize columns to see the list of columns you can show or hide. You should see a checkmark next to a column if its in use. Select the columns you want to add.

How do I add a field in QuickBooks?

Create custom item fields Go to the Lists menu and select Item List. Double-click any item on the list to open and edit it. Select Custom Fields. Then select Define 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.

What can be customized in QuickBooks?

In QuickBooks Desktop, you can create custom templates for forms. You can customize these templates to control how they look and what information to include.

How do I add advanced inventory in QuickBooks?

To Turn on Advanced Inventory: From the Edit menu, select Preferences. On the left pane, choose Items Inventory then go to the Company Preferences tab. Check the Inventory and Purchase Orders are Active box. Select the Advanced Inventory Settings button.

How do I add custom fields in QBO?

Set up custom fields Go to Settings ⚙ and select Custom fields. Select Add field. Enter a name in the Name field. Select the All Sales forms or Purchase Order checkbox. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Select Save.

Can you import custom fields into QuickBooks Online?

Go to Apps. Enter Import Custom Fields in the Search address. Select an app you want to integrate and check for reviews.

Can you add custom fields in QuickBooks?

In QuickBooks Online Advanced, you can create custom fields for almost anything: sales reps, customer types, vendor IDs, PO numbers, or info unique to your industry. You can add custom fields to sales forms, purchase orders, expense forms, customer profiles, and vendor profiles.

How do I enter AJE in QuickBooks?

Enter an adjusting journal entry Sign in to QuickBooks Online Accountant. Select the Go to QuickBooks dropdown and select your clients company. Select + New. Select Journal entry. Select the Is Adjusting Journal Entry? checkbox. Follow the steps to record the journal entry. Select Save and close.

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