Question

Can I delete all custom fields which are inactive?

Forum|Forum|6 years ago
July 1, 2020
16 replies
74 views

No text available

QuickBooks Online

R

RCV

QuickBooks Team

Thanks for checking in with us, Dony.

If you'll want to delete the custom fields in an invoice, then that option is unavailable. However, you can remove them from your invoice.

Here's how:

Open or create an invoice.
Tick the Gear icon beside the Help menu.
Uncheck the custom fields you want to remove in your invoice.

If you need to remove custom fields on the other sales forms, we can go to the Custom form styles page.

Here's how:

Go to the Gear icon on the top menu.
Choose Custom form styles under Your Company.
Tick Edit on the form template you want to change.
Tap Content.
Select the Header part in the sample form.
Under Display, click the Custom field link.
Remove the checkmark on it.
Press Done.

For more details about customizing your sales forms, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I have a link here that provides you with articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/07?product=QuickBooks%20Online.

Fill me in if you need a hand with creating recurring transactions. I'll be here to help. Have a great day ahead.

D

DonyAuthor

Hi RCV,

thank you for sharing knowledge. But I want to delete these custom fields permanently from QBO not only from Sales or invoice.

let me fill you in why do I need that. I am trying to push PO information from one other software and I am using QB API for that. there are some custom fields which I would like to fill and send it through API. but currently I am getting all those inactive fields which I am not using when I try to access custom fields using API.

https://blogs.intuit.com/blog/2019/04/08/enhanced-custom-fields-quickbooks-online-advanced/

here is the explaination for this.

So I was thinking If I would delete all fields which I am not using anymore, API would give me all active which I want to push using API.

I am sure it is confusing do let me know if you need some more explanation in this.

Dony(D)

K

karenshoe

I have the same question. Trying to change a sales form custom field from txt to drop down, but this is not an option. Wanted to delete the custom field entirely and start over. NO DELETE CUSTOM FIELDS option.

K

M

Mister Clean

This is an absolute must-have feature and a glaring oversight in this product. There is no warning or other indication that custom fields become PERMANENT. Why can we not remove a custom field? It makes absolutely no sense.

So far we know about Custom Fields, and now I realize that Product Records also cannot be purged (they can be made inactive, but no way to remove them from the system, even if they were never referenced in any invoice)!

What other elements in QBO are PERMANENT (cannot be deleted)?

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