Define Fields for Customers, Vendors and Employees

Did you know you can define fields in the Customer, Vendor and Employee profiles within QuickBooks? Here's how:

  • Double click on the customer name.
  • Click on the Additional Info tab.
  • Click on the Define Fields box
  • In the Label column, type in your Label name.
  • In the Use For columns, click if it's going to be used for Customer, Vendors or Employees.
  • In the What Kind of Data column, click on the pull-down arrow and choose what you want to use.


Handy piece of information, thanks for posting!