Comments on: Custom Fields in QuickBooks

By: Charlie

Charlie — Fri, 03 Feb 2012 23:56:46 +0000

Todd, which “sales summary” report? Some can’t be modified to add the display of custom fields. Keep in mind that “summary” reports pull info from the list record, and “detail” reports pull info from the transaction record.

By: Todd

Todd — Fri, 27 Jan 2012 16:12:46 +0000

I have created a custom field to include a customer id #. The column shows up in a sales summary report that I modified but the data will not populate in the report. When I go back to the additional info tab in the customer file the data is there. Any thoughts?

By: Charlie

Charlie — Tue, 17 Jan 2012 01:45:28 +0000

Cindy, QB Online is very limited as far as custom fields, and there really isn’t anything you can do to get around that other than to send suggestions to Intuit for adding more.

By: Cindy Kahland

Cindy Kahland — Tue, 17 Jan 2012 01:34:20 +0000

I need more custom field in QB Online. How do I go about this?

By: Charlie

Charlie — Thu, 12 Jan 2012 17:25:18 +0000

LR, I don’t know what that limit is, and since it isn’t a feature in the normal database definition I don’t have a good way of looking that up (other than the empirical method that you have already tried). But there isn’t a way to change limits. If you are using Outlook you can modify or insert text before the message goes out, but that isn’t a great workaround. What email method are you using?

By: LR

LR — Thu, 12 Jan 2012 15:18:58 +0000

WHAT IS THE CHARACTER LIMIT FOR EMAIL BODY IN QUICKBOOKS PRO 2009… When sending invoices to customers via email, I like to include a newsletter in the body of the email, but it seems as if there is a character limit in two different places, which are not the same. If I try to enter it as ‘default’ text so that I don’t have to edit each invoice it cuts off after 100+ characters (guessing at this number)…. if I edit each invoice and cut & paste the newsletter into the body, it seems to cut off after about 400+ characters (guessing at this number). Is there any way to extend the character limit OR is there any way to add an additional attachment to the invoice email?

Thanks!

By: Charlie

Charlie — Wed, 04 Jan 2012 01:19:46 +0000

Keykey, unfortunately QuickBooks won’t do this by itself. Custom Fields can’t be set up to calculate or total things – they are just places to hold text that you enter.

You may be able to do this kind of operation with a third-party addon product. You can contact me at the email address in my blog profile, I may be able to help you with a variation of an addon product that I’ve created.

By: Keykey

Keykey — Tue, 03 Jan 2012 23:03:57 +0000

I am trying to create a custom footer that will calculate (1) labor and (2) materials separate then (3)subtotal them and add (4) sales taxes and them (5) grand total. How do I get (1) & (2) because qb will do the rest! Thanks a million for the assistance.

By: Charlie

Charlie — Mon, 02 Jan 2012 19:31:17 +0000

Alison, it is hard to give a complete answer through a blog comment like this. I don’t know all the details of what you are trying to do and how your business works.

You might consider using a “billing statement” instead of invoices – then you might be able to work with multiple jobs. But statements are much less flexible than invoices.

You might create service items for each animal, and create them as subitems under a service item for the client. You might play with group items. Lots of different ways to approach the general kind of thing that you are asking about.

By: Alison

Alison — Sat, 31 Dec 2011 19:11:05 +0000

Hi Charlie, I would like to confirm what you are saying. There is no way for QB (I have QB Pro 2010, but would be happy to update) save individual jobs for a client and have them print on one invoice, yes? For example: I see patients owned by clients. So I might see Joe Smith, who owns Fluffy, Fify, and Fife. If I examine and vaccinate all three animals, I want one invoice that lists Joe as the owner and then breaks down services by Fluffy, Fify, and Fife. If I use the method above, I have to manually type in the names each line, yes? There is now way for QB to remember (without using jobs and creating separate invoices for all three animals with each animals being a separate job) the names of the animals. True? Can your software do this? Many thanks in advance.