Comments on: Custom Fields in QuickBooks Enterprise 10

By: Debbie

Debbie — Sun, 22 Apr 2012 18:52:52 +0000

Thank you, that was very helpful. I might check out Premier then, sounds like it may be enough. Each service/activity entry I bill for must have a date column next to it on my invoice form. Thanks again for your help!

By: Indra

Indra — Fri, 20 Apr 2012 17:14:01 +0000

I work for non profit organisation. Currently we manage 4 projects from different funding that requires different type of reporting structure.

I can utilize classes feature to separate the uses of money/the spending, but I have no idea how to code each transaction so I can generate every donor report according each reporting structure.

Your help would be much appreciated

Thanks and regards

By: Charlie

Charlie — Wed, 18 Apr 2012 21:50:17 +0000

Debbie, you would be buying Enterprise 12 at this time, but it has all those same features.

Pro, Premier and Enterprise are three levels of the QuickBooks product, each is separate. You don’t need Pro or Premier if you get Enterprise.

However, I don’t know if you need Enterprise based on your brief description of your needs. Even with Pro you can add custom fields and add data to transactions. Pro and Premier and lower cost than Enterprise – and the custom fields allow you to enter any data. You can enter a date there, too. It just doesn’t FORCE the field to be a date.

HOWEVER, note that in Premier (possibly Pro also, I would have to check) there is an optional “service date” column that you can add to your invoice for just the purpose you state. You don’t need to use a custom field for that.

By: Debbie

Debbie — Wed, 18 Apr 2012 16:43:04 +0000

I currently don’t have QB but Quicken Home and Business. I’m thinking of buying QB Enterprise 10 after reading through this blog about Custom Fields. What I am in need of is a Date Column, as I’m a service provider and my customers want to know what date I conducted a visit or activity. Quicken doesn’t allow for customizing columns with a Date field. With QB Enterprise 10, it appears I can create a Date field by review of the “Labels” feature above, under “Fifteenth”, am I correct in assuming this? It appears I could add a date to each of my activities which I bill for. Do I need to have QB Pro before I can have Enterprise? I have Windows Vista Business OS. Thank you for this informative blog.

By: Chris

Chris — Tue, 26 Apr 2011 16:10:34 +0000

Charlie, thanks very much for taking the time to blog about this feature. We’ll need to spend a little bit of time figuring out if this will help us with our goals but I’m intrigued by the possibilities. If this could help us with QB’s lack of color/size/attribute functionality, that would be huge. I’d really be interested in knowing if any other clothing companies are using this.
Thanks again!

By: Charlie

Charlie — Tue, 12 Apr 2011 22:13:03 +0000

Phil, first of all, a correction. The “Other” fields are not “Custom” fields. Those are two different things. The “Other” fields are an older type of field in a few transactions, I generally recommend that people avoid using them. They can’t be added to reports, they are not always available in third party addons, they have very limited use. “Custom” fields are a different thing – handled entirely differently in the database. They are more likely to be available in addon programs, they are more likely to be available in reports. You set them up in a different way.

Having said that, in Enterprise 11, the new search feature doesn’t work with custom fields. You can still do some searches using the older search feature – instead of using F3, use Ctrl-F. That gets you the older “find” dialog. It still won’t work with the “other” fields, but it will work with “custom” fields.

The “Other” fields should have gone away when custom fields were added, but Intuit left them there for compatibility reasons.

By: PHIL

PHIL — Tue, 12 Apr 2011 19:03:37 +0000

I am using “Quickbooks Enterprise Solutions: Manufacturing and Wholesale 11.0″

I am trying to search for a Work order number using the search feature but it will allow me to search for it because it is a Custom Field (under “other”) and in the advanced filter in search (F3) there is no check box for “Other”…I tried google desktop and that does not work either.

How can I search this custom field? I have no 0 luck finding an answer to this.

Thanks.

By: Lisa

Lisa — Fri, 28 Jan 2011 23:26:39 +0000

Ah, that would explain it. I wish they had clarified that on purchase! Thanks very much.

By: Charlie

Charlie — Fri, 28 Jan 2011 23:21:40 +0000

Lisa, I believe that you are a Canadian firm? If so, all of this info applies to the US versions. I don’t believe that the Canadian version has this feature. The Canadian versions are always a year or two behind the US versions. Forgive me if I made an incorrect assumption.

By: Lisa

Lisa — Fri, 28 Jan 2011 23:11:33 +0000

I have Enterprise, but when I follow your instructions, i can’t get the options for “kind of data”. I need some custom fields with drop down menus for the invoice. Is it perhaps because i’m in “professional” edition and should be in “general business” or something? when I call Quickbooks they insist they don’t have the option to customize fields! Thanks for any help.