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In this tutorial, Claudia from The Bookkeeping Experts explains how to use custom fields in QuickBooks Online forms. She highlights that this feature is available only in the Essentials, Plus, and Advanced subscriptions, and not in Simple Start or Self-Employed plans. Claudia emphasizes the benefits of customizing invoices, sales receipts, estimates, and purchase orders, noting the ability to add or hide specific fields for customer visibility. She proceeds to demonstrate the process using a sample QuickBooks Online account.
