Easy Tech TutsHow to Use Custom Fields in QuickBooks Online Easily 2026
By Impran M N
Standard QuickBooks Online forms don't always capture everything your business needs to track, which is where custom fields come in. This guide covers how to add custom fields, fill them in on transactions, and use them in reports.
01Open your account settings
Go to the settings area where sales form content and custom fields are managed.
02Add a new custom field
Create a custom field, give it a clear label, and choose the transaction types it should appear on.
03Populate the field on transactions
Fill in the custom field data as you create invoices, estimates, or other forms it's enabled for.
04Report on custom field data
Use the field as a filter or column in relevant reports to pull insights tied to the extra data you've captured.
Frequently asked questions
How many custom fields can I add?
QuickBooks Online limits the number of custom fields you can create, so plan which details matter most before adding them.
Can custom fields be required on forms?
Yes, you can typically mark a custom field as required so it must be filled in before a form is saved.
Will custom fields show on customer-facing invoices?
You can choose whether a custom field is internal only or visible to customers on printed or emailed forms.
Can I filter reports by custom field values?
Yes, once populated, custom fields can typically be used as filters in relevant reports.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
