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Adding custom fields for Quickbooks
When using Quickbooks there are a few limitations of the program depending on the specific industry you are working in.
When adding a customer or vendor, under the additional info button there is a button listed that reads “Define Fields”. By clicking this button, Quickbooks allows you to set up the title of the fields, and when this item can be inputted; customers, vendors, or employees. You can also set the type of data that you will be entering to filter certain parameters.
Once the field has been defined, you will now begin to see this cell populate as you are adding or modifying a customer, vendor, or employee uner the “additional info”. From here this will also give you the ability to customize reports to pull this data in as needed. As you can imagine this type of customization can be used in many different industries including Property Management, Self Storage, Rental and Homeowners Associations.
Page Updated Last on: Mar 11, 2013