Custom Fields: QBO Changes in 2025 and Practical Limitations

from Workshop Wednesdays · host Dan DeLong and Rachel Dauchy

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. "Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://snip.ly/WSW Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!" 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

Episode metadata supplied by the publisher feed · Published Aug 6, 2025

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Custom Fields: QBO Changes in 2025 and Practical Limitations

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This episode is 40 minutes long.

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This episode was published on August 6, 2025.

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