Apple Mac2014 - Deleting an Item from a List; Adding Custom Fields

QuickBooks for Mac 2014 User’s Guide 41
Deleting an item from a list
If an item is in use somewhere within your company file, QuickBooks will not let you delete it. For example, if you
have entered a shipping method on an invoice, QuickBooks will not let you delete that shipping method from the
Ship Via list, until you remove it from the transaction.
To delete an item from a list:
1 From the Lists menu, choose the list that contains the item.
2 Select the item you want to delete. Subitems: If the item you want to delete has subitems, either
delete the subitems or move them to another part of the list. QuickBooks does not allow you to delete
a list item that has subitems.
3 Choose Edit > Delete (or press D). The Delete command changes to indicate the type of item you
are deleting. For example, if you are deleting a name from the Employee list, the command becomes
Delete Employee.
4 If you delete an item by mistake, choose Edit > Undo immediately.
Adding what's important to you with Custom Fields
Need to add your own data, your own way? Custom fields can get it done. Add custom information to your items
such as Color or Material to your items. For the people related to your business (customers, vendors, employees),
add information that's important to you such as birthdays or the names of spouses.
Note: If you memorize a transaction that has a custom field, QuickBooks memorizes what you entered in the field
along with the other details of the transaction. If you export a list that contains data in custom fields, QuickBooks
exports that data along with the other data from the list.
Adding custom fields
To add custom fields for customers, vendors, and employee
1 From the Lists menu, edit a customer, vendor, or employee.
2 On the Additional Info pane, click Define Fields.
3 For each field:
o Enter the name of the field in the label column.
o Select the lists where you want the field to appear.
Note: You can select a custom field for all three lists (customer, vendor, employee), but each list can only
have a total of seven custom fields.
4 Click OK.