Which field in the customer information screen is required in QuickBooks?
William Smith
Updated on March 29, 2026
Customer fields are for customer profiles, and vendor fields are for vendor profiles. You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks). Select the forms where you want the custom field to appear.
How do I create a custom field in QuickBooks?
Create custom item fields
- Go to the Lists menu and select Item List.
- Double-click any item on the list to open and edit it.
- Select Custom Fields. Then select Define Fields.
- Name your custom field in the Label column.
- In the Use column, select the checkbox to turn on the custom field.
- Select OK to save the custom field.
How do I find custom fields in QuickBooks?
Search for transactions with a specific custom field Select the Search (magnifying glass) icon. Type the custom field name. To see a list of your active custom fields, select the Gear icon from any page and then select Custom fields. Select a transaction from the search results.
What is the maximum number of names that can be included on the names lists in QuickBooks Pro or Premier?
14,500 list names
QuickBooks Pro and Premier are limited to a total 14,500 list names (Customers, Vendors, Employees, Items and Accounts). QuickBooks Enterprise does not have a limit.
What are custom fields in QuickBooks?
A custom field is a unique data entry that helps you store and segment your contact information into lists and groups. A business might add a custom field in their contact management software to record a customer’s last purchase, a service update, additional phone numbers, or even birthday.
Can you add fields to QuickBooks?
In QuickBooks Online Advanced, you can create custom fields for almost anything: sales reps, customer types, vendor IDs, PO numbers, or info unique to your industry. You can add custom fields to sales forms, purchase orders, expense forms, customer profiles, and vendor profiles.
How many names can be placed on the names list in QuickBooks Pro?
If you’re missing a list type, it’s because some of these are only in newer versions of QuickBooks. Names added together: Any one of these lists can contain up to 10,000 names but they cannot exceed 14,500 combined.
What are list limits in QuickBooks?
List limits for QuickBooks Desktop for Windows
| List name | Max number of entries (Pro, Premier) | Max number of entries (Enterprise) |
|---|---|---|
| Items, including inventory items (group items can contain only 20 individual items) | 14,500 | >100,000 |
| Items in an inventory assembly or sub-assembly | 100 | 500 |
| Job types | 10,000 | 10,000 |
| Vendor types | 10,000 | 100,000 |
How do I add a field to an invoice in QuickBooks?
In your QuickBooks Online (QBO) account:
- Go to the Gear icon.
- Select Account and Settings.
- Choose the Sales menu.
- Select the Sales form content.
- Put a checkmark on the Custom fields section.
- Click Save, and hit Done.
How do I create a custom field in QuickBooks online?
Create custom fields
- Go to Settings ⚙.
- Select Add custom field.
- Give your custom field a name.
- Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list.
- Select the category the custom field belongs to: Customer, Transaction, or Vendor.
How do I add a custom field to a QuickBooks form?
You can add your custom fields to QuickBooks forms. To make a custom field available in the body of a form, create the Item in the related Name List. Then customize your template. You’ll see the custom field as a choice in the “HEADER” tab.
How do I add custom fields to a name list?
Figure 1: The screen shows that two custom fields have been created and information entered. You can create a new custom field FROM any name list to be used BY any name list. In the example shown below, we’ve decided to add new fields. We start with the Edit Job screen/Additional Info tab, and click on the “Define Fields” button.
How does auto-fill work in the name field?
When you begin to type a name in the Name field of any transaction window, all types of names will be displayed, and the auto-fill feature can pluck a name off the Other Names List as easily as it could from any other list.
How do I make a custom field available in the columns?
To make a custom field available in the columns of a form, create the Item in the Item List. When you customize your template, your custom field will appear as a choice in the “COLUMNS” tab. From there you can choose to display it on your screen and/or on the printed form.
