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Creating Custom Fields in QuickBooks (1640/Level 1)


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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts. ….$37


More Info Than You Dreamed Was Possible:
Adding Info That Can Help You Track ‘Most Anything…

Approximately 47 minutes:

  1. Custom Fields for Customer:Jobs, Vendors, & Employees (C-V-E)
    • General Tips
    • How to define a field
    • Features & limits of custom C-V-E  fields in Pro & Premier
    • Features & limits of custom C-V-E  fields in Enterprise
    • Creative ways to use custom fields
    • How to use & maximize custom fields
    • Diagram:  How custom fields flow through to forms & reports
    • What if you want to re-name or remove existing custom fields?
  2. Custom Fields for Items:
    • General Tips
    • Features & limits of custom Item fields in Pro & Premier
    • Features & limits of custom Item fields in Enterprise
  3. Other cool info you can use:
    • Links to Maps  and Directions
    • Email directly from C-V record screens
    • Create Customer:Job cost reports directly from the C:J screen
    • How to make the most of the Notes feature

 

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