(972) 562-8025

  • Home
  • Accounting
    • Accounting Services
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Consulting for QuickBooks®
    • Training for QuickBooks®
    • Xero Cloud Accounting
    • Cloud Accounting
  • Tax
    • Tax Preparation and Planning
    • Tax Resolution
    • Help with Your IRS Audit
    • Filing Prior Years Returns
    • Owing the IRS Money
    • Behind on Payroll Taxes
  • Products
    • QuickBooks Online
    • QuickBooks Online Advanced
  • Industries
    • eCommerce
    • Services
    • Medical and Health Care
    • Real Estate
    • Retail
    • Manufacturing
    • Wholesalers and Distributors
  • Resources
    • Resources
    • Mobile Accounting
  • Blog
  • About us
  • Contact
  • Home
  • Accounting
    • Accounting Services
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Consulting for QuickBooks®
    • Training for QuickBooks®
    • Xero Cloud Accounting
    • Cloud Accounting
  • Tax
    • Tax Preparation and Planning
    • Tax Resolution
    • Help with Your IRS Audit
    • Filing Prior Years Returns
    • Owing the IRS Money
    • Behind on Payroll Taxes
  • Products
    • QuickBooks Online
    • QuickBooks Online Advanced
  • Industries
    • eCommerce
    • Services
    • Medical and Health Care
    • Real Estate
    • Retail
    • Manufacturing
    • Wholesalers and Distributors
  • Resources
    • Resources
    • Mobile Accounting
  • Blog
  • About us
  • Contact

Using Custom Fields in Your Accounting Software

October 24, 2019 In 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

Monthly Archives

Categories

  • Accounting (24)
  • Accounting Software (2)
  • Blog (2)
  • Bookkeeping (1)
  • Bookkeeping Tips (6)
  • Business Development (13)
  • Business Growth (10)
  • Business Tips (64)
  • Cloud Accounting (1)
  • Cool Tech Tools (13)
  • Cost-Saving Tips (1)
  • Customer Service Tips (6)
  • cybersecurity (1)
  • Decision-Making Tips (3)
  • Expense Reduction Tips (3)
  • Finance Management (1)
  • Internal Control Tips (2)
  • Management Tips (8)
  • Marketing Tips (1)
  • Money Management (1)
  • Other (1)
  • Payroll Tips (2)
  • Personal Development (5)
  • Profitability Tips (11)
  • QuickBooks Software (1)
  • Tax (12)
  • Tax Resolution (1)
  • Time Management Tips (4)
  • Uncategorized (1)

Sitemap

  • Home
  • Services
  • Products
  • Industries
  • Resources
  • Blog
  • About Us
  • Contact

Contact Us

Tax Services, Accounting Services and Services for QuickBooks®

Marshall Warzecha & Patrick CPAs

2750 Virginia Parkway, Ste. 101
McKinney, TX 75071

(972) 562-8025


Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.

Client Login

QuickBooks
Client Portal Login


Xero
Client Portal Login

Online Bill Payment

Client Portal Login

Secure Document Upload for Clients

Secure Document Upload for Clients

Copyright  Marshall Warzecha & Patrick CPAs 2020 | Site Design by Accelerator Websites