• Home
  • Services
    • Cash Flow Forecasting
    • PPP Loan Forgiveness Assistance
    • Accounting Services
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Consulting for QuickBooks®
    • Training for QuickBooks
    • Cloud Accounting
    • Business Formation Services
    • Business Compliance and Filings
  • QuickBooks Products
    • QuickBooks Online
    • QuickBooks Online Advanced
    • QuickBooks Desktop
    • QuickBooks Enterprise Solutions
    • QuickBooks Point of Sale
    • QuickBooks Payments
  • Industries
    • Services
    • Construction
    • Medical and Health Care
    • Real Estate
    • Non Profit
    • Retail
    • Restaurant
    • Manufacturing
    • Wholesalers and Distributors
    • eCommerce
  • Resources
    • Resources
    • Mobile Accounting
  • Blog
  • About
    • About
    • Send Us Your Referrals
  • Contact
(770) 777-4115
info@evolbussolutions.com
October 24, 2019

Using Custom Fields in Your Accounting Software

Rosalind Fletcher Accounting, Bookkeeping Tips

Tweet
Share
Share
Pin

Custom fields in your accounting software are data fields that you can define yourself. They are typically associated with customers, vendors, employees, and items, and they can help you store and categorize additional information about these stakeholders and your products and services in your business.

An example custom field that can be associated with customers is their anniversary date with you. You could also decide to store their birthday, their spouse’s name, their favorite color, or their shoe size.

Custom fields add functionality to your accounting system. Here are a few examples of practical uses for custom fields:

  • Staff contact for customer – if customers are assigned a particular staff member, you can add their name in a custom field
  • Frequency of service – daily, weekly, monthly
  • Warehouse location
  • Type of customer; for example, hospitals, pharmacies, retirement homes
  • Referring physician
  • Preferred method of contact: email, phone, fax, text, chat
  • License number

Some software allows you to choose the type of custom field you want to add. In some cases, this allows for cleaner data as the data can be limited to a certain type or certain values upon entry. Here are the most common types:

  • Free form text – this is the default type; it can come as a single line or paragraph
  • Check box – choose one or more values from a limited number of choices
  • Radio button – choose only one value from a limited number of choices
  • Drop down – choose a value from a dropdown list
  • File upload – add an attachment
  • Image upload – upload an image that will be displayed
  • Date/time – enter a date or time
  • Number – enter a number; it can be currency, integer, or another mathematical type of number

Custom fields allow you to meet your company’s unique needs over and above what the software provides by default.  It’s a great way to make your data more meaningful. If you have some ideas for custom fields in your accounting software and want help setting them up, feel free to give us a call anytime.

Tweet
Share
Share
Pin
Protecting Clients’ Credit Card Numbers Seven Essential To-Do’s When You Get a New Customer

Related Posts

Accounting, Accounting Software, Blog, Business Tips

30 Reasons Why It’s Better to Have Professional Help with Your QuickBooks® Software

Accounting, Business Tips, Tax

A 39-Item Tax and Accounting Year-End Checklist for Your Small Business

Bookkeeping Tips, Business Tips

Watch Out for These Five Common Accounts Payable Errors

Archives

  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • May 2017

Categories

  • Accounting (24)
  • Accounting Software (3)
  • Blog (8)
  • Bookkeeping (1)
  • Bookkeeping Tips (5)
  • Business Development (13)
  • Business Growth (9)
  • Business Tips (67)
  • Cool Tech Tools (13)
  • Cost-Saving Tips (1)
  • Customer Service Tips (6)
  • cybersecurity (1)
  • Decision-Making Tips (2)
  • Expense Reduction Tips (4)
  • Finance Management (1)
  • Management Tips (9)
  • Marketing Tips (1)
  • Money Management (1)
  • News (5)
  • Payroll Tips (3)
  • Personal Development (5)
  • Profitability Tips (10)
  • Profits (1)
  • Tax (6)
  • Technology (1)
  • Time Management Tips (4)
  • Uncategorized (16)
  • Home
  • Services
  • Products
  • Industries
  • Resources
  • Blog
  • About
  • Contact

Contact Us

Tax Services, Accounting Services and Services for QuickBooks®

EVOL Business Solutions LLC.

Serving the metro Atlanta, GA area

(770) 777-4115

info@evolbussolutions.com

5174 McGinnis Ferry Rd #183
Alpharetta, GA 30005


Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.
Copyright EVOL Business Solutions LLC. 2020 | Site Design by Accelerator Websites