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Weekly QuickBooks Tip 2: Adding Custom Fields

by Michelle Ferdinandi

From QuickBooks® Desktop 2015 Supplemental Guide for Module 3: “You can add up to seven custom fields on a particular Names list, including the Customer, Vendor, and Employee lists. Overlapping fields count as one field on each list. For example, if you add the same field to all three lists, you can still add six other fields to each list.”

You can then customize both forms and reports to include these custom fields. *Bonus tip: You can also further customize forms using the Basic and Additional Customization windows.