Does QuickBooks Online allow you to add custom fields? Yes, but your options are somewhat limited. QBO custom fields only allow users two fields in the “Customers” module and three custom fields in the Sales and Invoicing modules.
For some users, this may be enough, but many businesses have specialty info that simply won’t fit in the space of three custom fields or they need more than three to get the job done.
For desktop users, QuickBooks custom fields are far more robust with plenty of options, but QuickBooks Online users require a third-party plugin or an app like SnapDsk to store more than 3 custom fields.
Read on and learn how to add, create and edit QuickBooks Online customer custom fields, custom fields in sales forms and custom invoice fields.
The QuickBooks Online Customer Information Card affords you two custom fields to add additional information, but the Sales Forms section allows you to use three custom fields. If you’re used to using a dedicated CRM or any other client management software, you’ll find that the options for editing QBO custom fields seem rather limited. This doesn’t mean that you can’t still store customer data and accomplish some of your goals.
To add a custom field to a QuickBooks Online invoice is easy, but keep in mind that QuickBooks Online only allows you three custom fields. Also keep in mind that once you add a custom field, it will also appear as a field on all of your sales forms too.
*Note: Any custom fields that you add to an invoice will also appear on ALL sales forms as well.
**Note: If nothing is entered in a custom field on a specific sales form, the field will not print.
As a Small business, you probably have a lot of specialized customer information that needs storing. SnapDsk gives you the capability to create unlimited custom fields and define fields not included in QuickBooks Online
Use SnapDsk to store additional customer information ALONGSIDE your existing QuickBooks Online customer data. SnapDsk also syncs all of your QuickBooks Online customer information. This means that all information associated with a customer remains consistent across QuickBooks Online and SnapDsk.
We build automated solutions for small and medium-sized businesses. Try SnapDsk with full functionality for 14-days FREE! Since everyone loves free, we’re also adding 100 SMS text messages so you can start texting immediately.