2.CR.4.1 Create a Custom Field (Old Exercise) | Scribe

    2.CR.4.1 Create a Custom Field (Old Exercise)

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    • Fast & Easy QBOFast & Easy QBO
    • QuickBooksQuickBooks
    Start in the Sample company.
    To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.
    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
    Now let's get started with the exercise.
    Click the "Gear icon", then select "Custom fields".
    Click the "Add custom field" button.
    In the QBO Plus version of custom fields, the only option you have is a **text field**. This means that each time you create an Invoice, you will have to manually type the name of the Sales Rep. If Craig wants to include that person's phone number as well, that's a lot of typing. Plus, it needs to be ***exactly*** the same every time in order for it to show up correctly on reports. QBO Advanced offers much more flexibility--including the ability to create a drop-down list that you could just select from each time. In QBO Advanced, you can also attach a custom field to a customer record. So if Felicia is the Sales Rep for ABC Company, you could include that on all ABC Company's invoices. Learning the features of QBO Advanced is outside the scope of this exercise. For now, let's just add the Sales Rep field and then later see how it appears on the invoice.
    In the Name field, type "Sales Rep".
    With QBO Plus, your only options for custom fields are to use them with Sales Forms and Purchase Orders. You can use them internally or choose to print them on the forms so that the customer can see them.
    Click the "checkbox" next to All Sales forms.
    Click the "toggle" next to Print on form (it will turn green, indicating it is turned on).
    Click "Save".
    The new custom field has been created. Now let's see how this would appear on an invoice.
    Click the "+New" button, then select "Invoice".
    In the Customer field, select "Amy's Bird Sanctuary".
    When the pop-up drawer appears, click "Add".
    In the Sales Rep field, type "Felicia - 555-1212".
    To see how this looks on the invoice, click "Print or Preview" twice, once from the black bar and the other from the pop-up list.
    Notice that QBO has added our Sales Rep to the invoice.
    To exit the preview, click "Close".
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