Comments on: Custom Fields in QuickBooks

By: Charlie

Charlie — Tue, 08 May 2012 15:48:15 +0000

Joel, when you add an item (or change the item) QB reads in the info from the item record custom field, so it sounds like you are out of luck. You could add a new line (or insert one) to add the new item, then copy/paste the other info over…

By: Joel

Joel — Tue, 08 May 2012 06:02:18 +0000

i am using Custom Fields in estimates, after that i am converting it into a work order where i have to change the item to a diffrent item but i need all info to stay there, when doing so it keeps the customization of the description and price but not for the custom feild!

any help on this problem?

By: Charlie

Charlie — Thu, 19 Apr 2012 22:28:22 +0000

Kyle, you can include that custom field in many of the invoice (assuming you are referring to invoices) oriented detail reports – not summary reports, and see the info there.

Values in custom fields can be searched in the new Search box (if you have a 2012 product) or the older Find window (advanced find).

By: Kyle

Kyle — Thu, 19 Apr 2012 22:15:42 +0000

Have created a column titled “Job Number.” Is there a way to view all of these job numbers or be able to search and find them? or is this something i need to enable?

By: Charlie

Charlie — Wed, 28 Mar 2012 16:12:15 +0000

Fiona, I assume you are using the Australian version, so keep in mind that this differs from the US version I talk about here, in several ways. However, in this case, it should be similar.

Are you looking to actually print the bar code as a scanable code? Or just the text information?

QuickBooks doesn’t support printing a scannable code in reports. You would have to use a third party addon product to do that.

If you just want the text of the field, if you have added a custom field to the item records, you should be able to add it to the printed “Item Listing” report and have the values show. THis has nothing to do with invoices themselves, you only need to modify invoice templates if you want the information to show on the invoices themselves.

By: Charlie

Charlie — Wed, 28 Mar 2012 15:59:59 +0000

Talese, you are correct that you can’t get that to work in QuickBooks itself. As far as an add-on product, please contact me at charlie@ccrsoftware.com so that we can discuss the details of what we might be able to do for you.

By: Fiona

Fiona — Wed, 28 Mar 2012 04:22:11 +0000

PS – I didn’t explain that I have already added the Product Barcode column to the report via the Modify Report function, but the data is not populating.

By: Fiona

Fiona — Wed, 28 Mar 2012 04:21:24 +0000

Hi,

I’m wondering if you have any experience with getting barcodes to appear in the Item List report? Do I need to enable the barcodes column on the invoice? This seems kind of crazy as I don’t really want the barcodes to appear on the invoice! And there’s no way I can go back through thousands of invoices and reissue them so that my barcode report will work!

Any suggestions are very much appreciated! I’m so frustrated!

By: Talese

Talese — Wed, 28 Mar 2012 02:05:23 +0000

I would like to add a column to our invoices to track freight separately, but I can’t figure out a way to get the amounts from that column to add into the totals for the invoice. I know how to add a column, and I read your article above that states this function can’t be done in Quickbooks. You mentioned some sort of software you have that may enable this function. Is that correct?

By: Charlie

Charlie — Fri, 23 Mar 2012 19:12:29 +0000

Rich: As QuickBooks is telling you, you cannot add any more. Unless you move up to the Enterprise version, which provides you with more custom fields.

To move the field to the footer, you still check it in the “Header” tab. On screen, it will always show in the header. However, you can then use the “Layout Designer” and drag the field from the header to any location you want, such as in the footer. This only affects the printed version of the form.