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Track important business details with custom fields | QuickBooks Online Advanced
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In this video:
0:00 Giving customers the details they need reduces questions so you can get paid faster.
0:08 Using enhanced custom fields - only available in QuickBooks Online Advanced - gives you the power to associate details as well as to track, filter, and search those data points to make better business decisions.
0:22 Create and manage up to 10 custom fields with detailed views among four distinct field types:
0:26 Date: Standardize date formats.
0:30 Dropdown: Reduce data entry errors.
0:33 Number: Associate key numeric fields.
0:38 Text: Retain flexibility for open entry.
0:40 Creating custom fields is easy.
0:45 Access through your dashboard or create and manage your distinct fields types.
0:54 You can add enhanced custom fields to invoicing to give the additional details customers need to pay with confidence.
1:19 Reports are easy to customize by adding the custom fields you choose.
1:40 Search on any value you want to track - such as a particular sales rep by name.
1:51 Enhanced custom fields give you the power to track, filter, associate, and share the data points that matter to your business and your customers.
2:00 QuickBooks Online Advanced is the most powerful QuickBooks Online plan with deeper insights, more flexibility, and more productivity.
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