All Entries Tagged With: "Custom Fields"
Custom Fields in QuickBooks Enterprise 10
I discussed custom fields in QuickBooks in an article last year, and it is one of the most popular articles in my blog. Many users depend on custom fields to add features to invoices, sales orders and estimates (and more). The two most common complaints about custom fields have been there need to be more and I need to define the “type” of the field. If you are a user of QuickBooks Enterprise – good news! Intuit has listened.
QuickBooks Enterprise 10.0 – Not Ready for Prime Time?
Just a quick note – I’m playing with the production release (R1P) of QuickBooks Enterprise 10.0 this morning, trying some of the new features relating to custom fields (more on this later), and there are problems. I can’t say how extensive this is, or how it might affect you, as I haven’t yet pinned down all of the parameters. HOWEVER, at least as far as custom fields in invoices, there are a lot of problems. If you have recieved Enterprise 10, and you use custom fields, you might want to wait awhile before using this release.
Exporting QuickBooks Transactions with Transaction Pro Exporter
QuickBooks uses a “closed” database that you cannot access directly. If you want to extract transaction data, such as invoices or checks, you have to use a third party tool to extract the data (or get the SDK/ programming toolkit and write your own program). Today I’ll review the Transaction Pro Exporter from Baystate Consulting, which is an excellent program for extracting transactions from QuickBooks.
QuickBooks Item List – Columns
The Item List in QuickBooks can be modified to show different columns, which can make it more useful for you. There are some odd features here that I’d like to explain, in this quick tip.
Custom Fields in QuickBooks
Every business has some sort of unique information that is important to its operation. While QuickBooks provides the places to store the basic information that every business needs, you will usually find that you need to store additional data such as a customer’s vehicle registration number, or the weight of an inventory item. QuickBooks provides us with custom fields, a way that you can define your own places to store information. Today we’ll talk a bit about custom fields and how to use them in estimates, sales orders and invoices.
Importing Inventory with Excel
There are a number of reasons why you may want to use Excel to import items to your item list in QuickBooks: Converting a list from another program, making copies of existing items, bulk addition of a new product line, and more. Today I’m going to give you an overview of how to use Excel to manipulate the item list.
