You can also add custom item fields to custom transaction templates. Your new custom item field now appears on the Custom Fields list for your products and services. In the Use column, select the checkbox to turn on the custom field.Name your custom field in the Label column.Double-click any item on the list to open and edit it.Go to the Lists menu and select Item List.Use custom item fields to track specific info for the products and services you sell. Note: You can select a custom field for all three lists (customer, vendor, employee), but each list can only have a total of seven custom fields. Select the lists where you want the field to appear.Enter the name of the field in the label column.On the Additional Info tab, select Define Fields.Select the customer, employee, or vendor that you want to edit, then select the Pencil ✎ icon.Go to Lists, then select the list you want to view (customers, vendors, or employees).Your custom name field now appears in the Additional Info section for the type of people you choose to track. Select Any text to create a free-form text field. Tip: If you use QuickBooks Desktop Enterprise, you can also add preset data fields from the What kind of data? column. You can track the same info for all three groups. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles.Double-click any profile on the list to open and edit it.Then select Customer Center, Vendor Center, or Employee Center. Select the Customer, Vendor, or Employee menus.Use custom name fields to track specific customer, vendor and employee info. Create custom name fields QuickBooks Desktop for Windows Note: Learn how many custom fields you can have in each edition of QuickBooks Desktop. You can add custom fields to sales forms and reports to focus on the info that matters most to your business. In addition to general data fields, you can create custom fields to capture specific customer, vendor, employee, product, and service details. Learn how to create custom fields to personalize QuickBooks Desktop for Windows and Mac.
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