Custom Fields in QuickBooks

Several of our QuickBooks Compatible programs need to store information in your QuickBooks database, and have that information be visible in the QuickBooks windows themselves. The feature that is used is called Custom Fields.

Custom fields can be added to list records, such as an inventory item or customer. In some cases we will store information directly in the list record, such as the unit weight of an item.

When working with transactions such as an invoice, sales order or estimate, custom fields can be used in several ways. A custom field that is added to a customer record can become a part of the invoice itself, storing a value that is unique to this particular invoice. For example, if you add a custom field named "Total Weight" to the customer record, that can be added as a field in an invoice template to hold the total weight of the invoice.

A custom field that is added to an Item record can be added as a column in the detail portion of an invoice, for example. You could add fields for the unit weight, and the extended weight.

The links in the column at the right provide examples and more details.