How to Add Custom Fields to Invoices and Reports in QuickBooks
Published 04/28/2009 | 
1. Go to Customer Center and double-click on any customer.
2. Select the Additional Info tab and Define Fields
3. Enter the auto information for all your customers
You can also add the custom field to your invoices:
1. Go to Customers -> Create Invoices
2. Click on Customize button
3. Select Additional Customization
4. Click on the two boxes next to your custom field (should be toward the bottom of the list)
You can also use the custom field to customize reports:
1. Select one of the List reports (Customer Phone List is a good one)
2. Click on Modify Report
3. In the Display box, remove phone and add customer type
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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I would like to create a custom report for a specific period of time that will show me how clients found me.
I have created several custom fields for various sources like internet, networking, yellow pages.
It would be a nice extra bonus is I could also have in the report their total sales for that time period.
I cannot figure out how to get a report on this information.
thanks, Jeanette
Hi Jeanette,
You’ll have to add the custom fields to your sales transactions. Once you do, you can filter you sales reports for the custom field.
If you aren’t using Customer Type for something else, you might want to use that instead because you don’t have to add it to your sales transactions.
You can also filter a Profit & Loss report by either a custom field or customer type, which might also be very useful.
Ruth