QuickBooks for Mac 2014 User’s Guide 43
1 Display the invoice, sales receipt, estimate, credit memo, statement, or purchase order you want to
customize. For example, to display an invoice, choose Customers > Create Invoices.
2 Click Customize to open Layout Designer.
3 In the Layout Designer Fields window, rename the desired custom field. Or, to remove the field, clear
the checkboxes next to the custom field name.
4 Save the form template. Now, only when you use that template, you'll see the change only on the
form.
To use custom fields in reports
If you use custom fields in transactions, you can base your reports on data you've entered into the fields. You can
restrict the report so that it shows only transactions associated with a particular entry in one of the fields (this is
called filtering).
Restriction: You can report only on custom fields that are associated with transactions (that is, a customer,
vendor, employee, or item that uses the field must appear on a transaction). Reports cannot show which names on
a list (Customer:Job, Vendor, Employee) are associated with a particular custom field.
1 From the Reports menu, choose the type of report you'd like to create.
2 In the report window, click Filters.
3 Choose the custom field you want to use from the Add filter list.
4 Enter the information you want to restrict the report to. For example, if one of your custom fields is
Color and you wanted the report to show only sales of navy blue items, enter “navy blue” in the Color
field.
Tips and tricks: Quick Add and Setup
You can add to any of your QuickBooks lists while you are in the middle of another task. For example, if you're
writing an invoice to a new customer and you type your new customer's name in the Customer:Job field,
QuickBooks asks whether you want to “Quick Add” or “Set Up” the name.
• Quick Add. Add only the name or item to your list. Later, if you want to add more information about the name
or item, you can edit its record in the list itself.
• Set Up. Add additional information about the name or item, such as an address or phone number. QuickBooks
then displays a window where you can enter the information.
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