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Review Custom Fields

Custom Fields holds the additional fields attached to business records.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Custom Fields holds the additional fields attached to business records.

Review field sets

  1. Open Custom Fields in Settings.
  2. Review the available field sets and the usage shown for your plan.
  3. Open an existing set only when you intend to review its configuration.

Create your first set appears when no sets exist. Creating and editing field sets require the same custom-field access and plan feature. Viewing the list does not add a field, change its order or alter values on existing records.

Custom Fields and Tags serve different purposes; the page points to Tags for reporting dimensions. Check the intended use before changing a field set.

Custom Fields page showing Create your first set
Custom Fields page showing Create your first set

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