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You're reading from  Mastering QuickBooks 2024 - Fifth Edition

Product typeBook
Published inDec 2023
PublisherPackt
ISBN-139781835469958
Edition5th Edition
Concepts
Business Management
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Author (1)
Crystalynn Shelton
Crystalynn Shelton
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Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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Setting up customized fields

Custom fields can be used to filter customers, sales, purchasing, expense, and vendor reports. QBO Advanced is the only QBO subscription that includes customized fields. A total of 48 custom fields can be created in QBO Advanced. Custom fields are split between customers, sales, purchase/expense, and vendor fields. A total of 12 custom fields are available for each of these 4 groups.

Follow the steps given here to add a custom field:

  1. In the upper-right corner of the QBO screen, click on the gear icon, as indicated here:
A black and white image of a magnifying glass

Figure 17.13: The gear icon

  1. Select Custom fields, as indicated in the following screenshot:
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Figure 17.14: Custom fields in the LISTS menu

  1. If this is your first time adding a custom field, the following window will appear. To learn more about how custom fields work, click the See how it works link to watch a two-minute video:
A screenshot of a computer Description automatically generated

Figure 17.15: Custom fields window...

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Mastering QuickBooks 2024 - Fifth Edition
Published in: Dec 2023Publisher: PacktISBN-13: 9781835469958
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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