Custom Fields: QBO Changes in 2025 and Practical Limitations
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Custom Fields: QBO Changes in 2025 and Practical Limitations
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When the out of the box functions of QBO don't fit the mold, that's where custom fields come into play. Rachel and Dan will discuss the uses for Custom fields, the changes that occurred in July 2025, and the practical limitations of custom fields.
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00:00 Introduction and Greetings
00:25 Frustrations and Data Projects
01:00 Introduction to Custom Fields
03:30 Custom Fields in QuickBooks Desktop
06:02 Custom Fields in QuickBooks Online
09:11 Limitations and Enhancements
23:30 Customer Hub and AI Integration
31:19 Automation and AI in Accounting
37:36 Conclusion and Next Week's Topic