How can you access and create custom fields in QuickBooks online?

To access and create custom fields in QuickBooks Online, you should navigate through the settings using the Gear icon. Once you click on the Gear icon, you select Account and Settings, then go to the Advanced tab where you will find the option to Customize. This process allows you to define and manage custom fields that can be added to various forms such as invoices, sales receipts, and customer records.

This method provides a structured way of customizing your QuickBooks experience, enabling you to capture additional data that is specific to your business needs. Custom fields can enhance reporting capabilities and improve data tracking, ensuring that you're able to manage your financial information effectively.

Other options may not lead you to the correct area for creating custom fields. While some might initiate a related process, they lack the specific pathway to customize field functionalities within QuickBooks Online.