


Let’s listen to the message and click “Define Fields,” then.If none exist yet, you’ll see this message: Click that to see the list of currently defined fields.On the right-hand side of the “Edit Item” window, in the middle of the options is a button labeled “Custom Fields”.You’ll start by going to the “Item List” or “Inventory Center” and edit any item.It’s a little different, depending on whether we’re talking about items or names let’s look at items first. Let’s look at the process for creating a custom field. In either case, you’ll need to re-purpose an existing custom field to make room for the new one, or find another way to track it, such as in the memo field if that’s not otherwise used. If you try to add more fields than that, you’ll see an error message:įor the name-related custom fields, even if you have room for more custom fields, selecting too many for a category will give this error: Again, any combination that adds up to 30 or less, with no more than 12 per list. Similarly, in Enterprise you could have 10 custom fields for each of the three name types, or you could have 12 of two types and 6 of the third type. Any combination that adds up to 15 or less, with no more than 7 per list. This means that in Pro/Premier, you could have 6 vendor custom fields, 6 customer custom fields, and 3 employee custom fields, or 7, 7, and 1 respectively. Enterprise allows for up to 30 customer/vendor/employee fields with a maximum of 12 per list.
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You can even choose whether they’ll be required when creating a list element or a transaction. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. For situations like this, there’s a solution in the form of custom fields. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. QuickBooks Inventory Tracking to Fishbowl.
