ebs Associates Blog

Small Business Accounting & Technology Resources

Managing Custom Fields in QuickBooks Desktop

Posted by Jakob Mann on Jun 29, 2018

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. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of custom fields. 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. You can even choose whether they’ll be required when creating a list element or a transaction.

Read More

Topics: QuickBooks Settings, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Software, QuickBooks Training or How To, Customize Form Templates, QuickBooks Warehouse Inventory Management, Customer Relationship Management

How To Customize Forms in QuickBooks Desktop 2018

Posted by Denise Loter-Koch on Jun 20, 2018

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

Read More

Topics: QuickBooks Software, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Training or How To



Recent Posts