Comments on: Custom Fields in QuickBooks

By: Charlie

Charlie — Thu, 04 Mar 2010 02:10:59 +0000

Yes, the custom fields show up in advanced searches, usually. It depends on what you are doing and how you set things up. Add a custom field in the header of an invoice, you can search for values in it in the invoice advanced find…

By: Dogherra

Dogherra — Wed, 03 Mar 2010 04:41:49 +0000

Can you do a search for contents of these custom fields?

By: steve t

steve t — Sun, 28 Feb 2010 23:49:07 +0000

Thanks for the response. if I can make a SO field required and then not have it printed when the SO is printed that will solve most of my problems. That will keep the CC info off the SO’s that are laying around the office. I may contact your firm for some consultation

Thanks again

By: Charlie

Charlie — Fri, 26 Feb 2010 16:30:30 +0000

Jeanie, no, you can’t change those titles on screen. But you can use custom fields to hold the values instead (and then you can name them what you want).

By: Jeanie

Jeanie — Fri, 26 Feb 2010 16:12:10 +0000

I am trying to change the field names in the “Address Info” tab. I would like to change the field names for the phone/fax #’s to read: Home, Cell, Work and sometime we have 2 cell #’s and 2 work #’s. Is there a way to change those field name?

By: Charlie

Charlie — Thu, 25 Feb 2010 17:11:01 +0000

Steve, with Enterprise version 10 you now have the ability to make a custom field required. You don’t have that in Pro/Premier or older versions of Enterprise.

No version of QuickBooks has user permission security down to the field level. You might be able to handle that through a custom program, but it could be expensive.

I don’t have a good answer at this time on the credit card issue, but I’ll give it some thought.

By: steve t

steve t — Thu, 25 Feb 2010 03:49:11 +0000

Lots of information here. I now know how to add a custom field to a Sales Order. Is there a way to make the field required. IE It must be entered for every sales order.

Then what I need is a way to secure the filed so it can only be read by certain users. it will be used for credit card numbers. I need to take the CC # at sales order time and use it at invoice/ship time. currently it’s in the body of the SO which is a violation of PCI

Or do you know a way a CC# can be taken on the SO. CC#’s can’t be put on the customer list because they tend to be different each time. Sorry for the somewhat off topic question. But I need an expert and you seem to fit the bill

By: Charlie

Charlie — Wed, 24 Feb 2010 19:58:09 +0000

Dean, QuickBooks won’t provide you with a summary of the values in a custom field. You have to export the data or buy a reporting tool of some sort.

By: Dean

Dean — Wed, 24 Feb 2010 00:46:10 +0000

I am trying to create a sales report that includes custom fields, but am unable to do so. For instance, three of our custom fields are large – blue – t-shirt. I would like to know how many and the value of the large blue t-shirts I sold without having to go through all of the items in the sales item summary report. Is this possible?

By: Charlie

Charlie — Sun, 21 Feb 2010 18:48:01 +0000

Susie, unfortunately, I don’t work with the Mac version and I can’t answer that question. In a PC system, downloaded forms don’t give you more fields than you can create yourself. But, in the PC version we have a “layout designer” where you can add “data fields” and the customer phone number is one of those fields you should be able to add. I assume the Mac versions have that, but I can’t say if they do.