Tag: Custom Fields

Creating QuickBooks Reports with XpandedReports

| June 8, 2010 | 10 Comments

QuickBooks holds your company data, and you want to pull info out in a format that YOU want. Unfortunately, you don’t have a lot of control over many reports that QuickBooks can generate. Today I’ll talk about a useful tool that can help you get reports out of QuickBooks with the information you want, using […]

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FAQ:Why Can’t I Use the “Location” Field In The QuickBooks Item List?

| May 21, 2010 | 0 Comments

If you customize the columns that are displayed in the item list you will see a field named location. Everyone gets excited when they see this – locations in QuickBooks! However, this is misleading.

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FAQ:Why Won’t OTHER 1 or OTHER 2 Show In QuickBooks Reports?

| May 21, 2010 | 3 Comments

When you customize an invoice template you can add a variety of columns to the detail section. Two columns that are available are the “other 1” and “other 2” columns. You can add these easily, and then enter data in them when you create an invoice. However, if you do, you cannot see the data […]

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Custom Fields in QuickBooks Enterprise 10

| October 21, 2009 | 58 Comments

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 […]

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QuickBooks Enterprise 10.0 – Not Ready for Prime Time?

| September 30, 2009 | 36 Comments

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 […]

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Exporting QuickBooks Transactions with Transaction Pro Exporter

| June 10, 2009 | 26 Comments

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, […]

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QuickBooks Item List – Columns

| December 24, 2008 | 18 Comments

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.

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Custom Fields in QuickBooks

| July 10, 2008

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 […]

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Importing QuickBooks Inventory with Excel

| April 29, 2008 | 228 Comments

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 […]

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