![]() ![]() When you start with a custom field on a purchase order, that information will transfer over to the bill as well making it easier to track custom orders for specific clients. This functionality is perfect for any company that wants to assign a specific sales rep or account manager at the client level. The value set into these fields will automatically be included on any documents where they are used. Step 2: Select what category of Custom Field to useĬustomer information: By selecting the customer custom field, any custom field you create will immediately become available on your customer dashboard as new columns for sorting data. Intuit has already started working with premium applications like LeanLaw to provide access to these specialized fields and allow data to be passed into QuickBooks Online. When they do become available for all third party applications, I think users will be truly amazed at the power that QBO Advanced provides business owners. I am excited to see what abilities we might see soon. This means the information entered in these new fields is not accessible through bridge applications such as Zapier and Automate.io.įortunately, it is just a matter of time before these fields become available through the software development kit (SDK). Īt the time this guide was updated (January 2021), the custom field types (date, number, drop-down), as well as the additional fields (fields 4-60) were not accessible through the SDK. Generate a Collection Report by sales rep.Tracking referral channels to determine where most of your new business is coming from.Mortgage company: Track the loan type along with the loan amount (number field) for quarterly reporting to the state.If you do manage to reach your maximum number, you can deactivate old list items and replace them with new items. For example, now a user could list all 50 states in United States to track sales revenue by state. ![]() ![]() Thanks to the increase of drop-down values from 25 to 100 options, this feature is even more powerful. When we pull reports that use this feature, you will see the ability to filter by the date as well. In the example provided above, we added a custom date field to our customer information to track our service contract renewal date. #3 – Custom date field: The new date field allows the user to select a date from a pop-up calendar anywhere the field is listed.
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