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S
Sayed Jalal
August 25, 2022
Question

Custom fileds

  • August 25, 2022
  • 1 reply
  • 0 views

Hi,

Please find file attached

When I set up for names the option " what kind of data" doesn't appear to me( QB desktop), Why?

Thank You.

 

 

 

 

 

 

 

1 reply

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
August 25, 2022

Being able to show the information you need is our top priority, Sayed Jalal.

 

For now, the What kind of data option will only show once you're already on the Set Up Custom Fields For Names window and not on the set up. You'll want to let our Product Team know how this is useful for your business by sending feedback. To do this, follow the steps below:

 

  1. Go to the Help menu. 
  2. Select Send Feedback Online.
  3. Choose Product Suggestion.
  4. Enter details, then click Send Feedback.

 

Furthermore, QuickBooks offers a variety of reports that provides your business information. You'll just have to make sure customise them so you'll be able to get the data you need most. I've added this article for your guide. Also, please know that the article may be in the US region but it still works the same  with AU: Understand Reports.

 

You can always touch base with us if you need further assistance. We're always here to help you anytime. 

S
Sayed JalalAuthor
August 25, 2022

 

Could you show me the steps 

K
Kurt_MQuickBooks Team
QuickBooks Team
August 25, 2022

Thanks for getting back here in the thread, @sayedzamirhashimi. I've got your back, and I'll ensure you can accomplish your tasks here in QuickBooks Online (QBO).

 

If you're referring to the steps to set up, What kind of data? In the custom name fields, I'll gladly input the steps below so you can proceed to set it up on your end. To begin, here's how:

 

  1. Go to the Center, or Employee Center.
  2. Double-click any profile on the list to open and edit it.
  3. Select the Additional Info tab. Then select Define Fields.
  4. Name your custom field in the Label column.
  5. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.
  6. Select OK to save the custom field.

 

Also, I have here an article but this is in US region, see this article to learn more about creating and using custom fields in QBDT: Create and use custom fields in QuickBooks Desktop.

 

In case you want to add the What kind of data? In the custom fields for items, know that this feature is currently unavailable. You can follow the steps provided by the previous representative above so you can send a feature request to our Product Development Team. This way, they'll see your request and consider it in future product updates.

 

Additionally, I've got you this US based article to help you in case you'd like to edit, delete, and add items in QBDT: Add, edit, and delete items.

 

You can also check this US based page to learn about customising a report to see the data that you need for your business here in QBDT: Customize reports in QuickBooks Desktop.

 

@sayedzamirhashimi, Thank you for your patience, and if there's anything else that you'd like me to assist you with, know that you can always get back to me anytime. It'll be my pleasure to help you again. Take care, and have a nice day!

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