What is the best way to track specific information about customers not tracked by QuickBooks?

Creating custom fields in QuickBooks allows you to track specific information about customers that isn't covered by the built-in fields. When you edit a customer and access the "Additional Info" tab, you're given the option to click "Define Fields," where you can set up custom fields tailored to your needs. This is particularly useful for capturing unique data such as customer preferences, specific account details, or any other information that is relevant to your interactions with them.

Using custom fields provides a structured way to maintain and access this additional data directly within QuickBooks. This means you can easily pull reports or view customer details without the need to export and manipulate data externally. The integration of this information into QuickBooks keeps your customer records comprehensive and cohesive within the application.

While exporting to Excel can be a method for managing data, it complicates the tracking process and could lead to data discrepancies if the lists aren’t kept aligned. The Notes feature, although useful, is typically used for unstructured information and may not allow for efficient sorting or reporting based on specific custom criteria. The assertion that new fields can't be created or renamed in QuickBooks is misleading, as the customization options available through custom fields clearly allow for this level of personalization.