How to Use Custom Fields in Quickbooks Online

Custom fields are a great way for you to capture extra data for your business that isn’t already included in QuickBooks. You can add them to invoices, sales receipts, refund receipts, credit memos, and purchase orders to capture whatever information you want.

As an example, let’s go over how to add a custom field that captures the sales rep responsible for a sale and then how to run a report to find the total sales for each rep. Note that this feature is available in QuickBooks Online Plus, Essentials, or Advanced.