![]() ![]() ![]() If you want to make sure users can only select options you’ve entered, uncheck the box at the bottom that allows users to enter their own text. Each entry has a 30-character limit, with a maximum of 100 entries in the list: In this window, we’ll type in the options we want on the drop-down, one to a line, with no punctuation between. The option near the bottom, “User’s multi-choice list…” allows us to create a list of custom values in a drop-down menu. For a “color” custom field, you could use text, but this could lead to many different entries or spellings that would make reporting on this difficult. So, for a “weight” custom field, you might want to select numbers only, with whichever decimal option makes the most sense for you. To restrict this, you can select a data format from the drop-down list. ![]() The “What kind of data?” option will default to “Any text”. After typing in the label, be sure to check “Use” on that row to make the custom field active. We could create something like “Color” to track the color of an item, or “Weight,” if that’s something that’s handy for you to have for shipping purposes. When we click that, we’ll get a new window with a list box where we’ll set up each field we want for items, and some parameters about it.Let’s listen to the message and click “Define Fields,” then.If none exist yet, you’ll see this message: Click that to see the list of currently defined fields.On the right-hand side of the “Edit Item” window, in the middle of the options is a button labeled “Custom Fields”.You’ll start by going to the “Item List” or “Inventory Center” and edit any item.It’s a little different, depending on whether we’re talking about items or names let’s look at items first. Let’s look at the process for creating a custom field. In either case, you’ll need to re-purpose an existing custom field to make room for the new one, or find another way to track it, such as in the memo field if that’s not otherwise used. If you try to add more fields than that, you’ll see an error message:įor the name-related custom fields, even if you have room for more custom fields, selecting too many for a category will give this error: Again, any combination that adds up to 30 or less, with no more than 12 per list. Similarly, in Enterprise you could have 10 custom fields for each of the three name types, or you could have 12 of two types and 6 of the third type. Any combination that adds up to 15 or less, with no more than 7 per list. This means that in Pro/Premier, you could have 6 vendor custom fields, 6 customer custom fields, and 3 employee custom fields, or 7, 7, and 1 respectively. Enterprise allows for up to 30 customer/vendor/employee fields with a maximum of 12 per list.Pro and Premier can have up to a total of 15 custom fields for customers, vendors, and employees, with a maximum of 7 per category.QuickBooks Enterprise allows up to 15 custom fields for items.QuickBooks Desktop Pro and Premier allow up to 5 custom fields for items.You can even choose whether they’ll be required when creating a list element or a transaction. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. For situations like this, there’s a solution in the form of custom fields. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. QuickBooks Inventory Tracking to Fishbowl.To get started, check out this link: Take and process payments in QuickBooks Desktop.ĭon't hesitate to get back here if you have any other concerns about managing your invoices in QBDT. Once everything is fine, your next step is to process customer payments for their invoices. If the same thing happens, I suggest utilizing the Rebuild Data tool to resolve any data integrity issues within your file. For detailed steps, please read this article: Update QuickBooks Desktop to the latest release.Īfter that, attempt to create an invoice again and check if you can now see the correct number sequence without the -REV characters. You can also let the program perform automatic updates. If prompted to install the update, click Yes.Once the update finishes, close and reopen QuickBooks.Next, select Update Now and choose Get Updates.Select the Help menu and click Update QuickBooks Desktop.This is to ensure you have the latest components and fixes. In the meantime, let's first ensure that your QBDT program is updated to the latest release. I got your back, I want to ensure you'll be able to fix the number sequence of your invoices in QuickBooks Desktop (QBDT). ![]()
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