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How do you access custom fields in qbo

User Huda
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1 Answer

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Answer:

Step-by-step explanation:

To access custom fields in QuickBooks Online (QBO), you can follow these steps:

Log in to your QBO account and navigate to the Sales or Expense Transactions tab, depending on where the custom field is located.

Click on the transaction you want to view, and scroll down to the bottom of the page.

You will see the custom field(s) listed under the "Custom Fields" section. Click on the field name to view or edit the information.

To add a custom field, go to the Gear icon > Custom Form Styles > Edit > Content > Fields > Custom Fields.

Click on "New Custom Field" to create a new custom field.

Enter the name of the field and choose the type of field (e.g. text, checkbox, date).

Click "Save" to add the custom field to your QBO account.

Once you have added custom fields, they will be available for you to use on transactions in QBO. You can use these fields to track additional information that is not included in the standard QBO fields.

User Noam Manos
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