How to add Custom Fields to Forms in QuickBooks

Adding custom fields to QuickBooks documents is simple. You could have already defined several to your customer, employee and vendor documents to track specific information.

But how are those fields utilized? The two most Frequent scenarios, both of which are explained are:-

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Let us look at the first scenario here by adding a Deal # custom field to an existing invoice template. Create a custom field with this tag first. (If you have never done that, simply start a customer list and click Additional Info, subsequently Define Fields. Type in a tag name, place a checkmark in the appropriate Utilization for: column and then click OK.)

Open the Lists menu and Choose Templates. Pick the one that you need to modify. Click on the arrow next to Templates in the lower left and then choose Duplicate. In the dialog box which opens, ensure that the button adjacent to Invoice is filled in, then click OK. Your template list will now have an entrance to Copy of [your template title]. This is the version you will modify (to avoid possible damage to a original).

Make certain your backup is highlighted, then click Edit Template in the Templates drop-down menu. Click the Additional Customization button in the bottom of the display to open that dialog box. The Header column ought to be available ("Header" refers to the cubes of information on top of your invoice).

Find Contract # in the list and check the boxes in either the Display and Print columns. A warning message will most likely inform you which you simply have overlapping fields. If you don't would like to work with the Layout Designer (which you will most likely need to take a QuickBooks course to learn), pick Default Layout. It is possible to ignore this, needless to say, if you have not used this tool before.

Make certain to input Contract Number in the Title column to the right of your checkmarks. Click Print Preview to view your new field, then shut and OK.

Component of this invoice header in the Print Preview window, displaying your brand new custom field quickbooks support.

One final measure: In the Basic Customization window (which ought to be active today), click Manage Templates. With your newly-customized template backup highlighted, enter a new name for it in the field adjacent to Template Name to the right and then click OK.

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