QBO custom fields

Using QuickBooks Online Advanced Custom Fields to Track Grant Spending Periods

Using QuickBooks Online Advanced Custom Fields to Track Grant Spending Periods

In this episode, we show how to create and use custom fields to track grant spending periods in QuickBooks Online Advanced.

How To Track Vendors' W-9 Status in QuickBooks Online Advanced

How To Track Vendors' W-9 Status in QuickBooks Online Advanced

Do you struggle with keeping up with W-9 forms from your service vendors? Learn how to create and use a custom field to track the tax classification status of your vendors in QuickBooks Online Advanced.

How To Track Vendor Types in QuickBooks Online Advanced

How To Track Vendor Types in QuickBooks Online Advanced

Is your organization currently struggling to keep track of the different types of vendors you pay? Do you need the ability to segment your vendors in QuickBooks Online?

In this tutorial, we show you how to create vendor types in QuickBooks Online Advanced to track the different suppliers you pay without making your chart of accounts excessively long and complicated.