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jhbbbs
February 28, 2024
Question

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

  • February 28, 2024
  • 2 replies
  • 0 views
In reports, many of the columns that used to be able to add to the report are no longer showing. Fields like Vendor, Customer, etc. The Name column is broken and won't show the name details for 'Vendors' or 'Customers' for things like journal entries. Previously, I would modify the columns to show the information I need but now, I have to open each entry to see the details. Why were the extra options removed? It doesn't make sense to remove important information from reports.

    2 replies

    G
    GebelAlainaM
    February 28, 2024

    Hello there, @jlecard.jh

    I'll be glad to share details about the options in the column section of your reports in QuickBooks Online (QBO).

    In QBO, you can open the report in the Classic layout or the New enhance experience and customizing the information you want to have on your reports has a different way. Most reports have the same set of filters but some filters are only available on certain reports, so the options will matter on what report you're trying to pull up.

    If you're customizing the report with the new enhance experience the QuickBooks subscription will also matter especially when you customize the Columns section.

    For Advanced version, you'll need to select a topic you want to have on the report and choose the available fields, Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable. If you use custom fields, they appear in this list.

    Here's how:
     

    1. Click Columns. To add, you'll need to look for a topic you want to report on, then select it to reveal the available fields.
    2. Select any field you want to view in the report.
    3. To change the order in which selected fields appear, select Reorder, then click and drag the listed fields in the order you want.
    4. Then select the show/hide icon to hide or unhide a field.


       

    On the other hand, for Plus, Essentials and Simple Start version, you can simply Select Columns to Drag and drop to rearrange columns. Then, click the show/hide icon to hide or unhide a field.

    You can refer to this article for more details: Create enhanced custom reports in QuickBooks Online.

    If you're not referring to something else, can you tell me what specific report you're trying to pull up and share a screenshot of what you see on your end? So I can help you further.

    Additionally, you can check the following articles for further details on handling reports and other data in QuickBooks:
     

    Keep me posted if you have clarification or additional queries. I'll be happy to assist you.

    J
    jhbbbsAuthor
    February 28, 2024

    This is not the issue. I am specifically speaking about fields that were available a few weeks ago and are no longer available. 

     

    I was using the Statement of Activity Detail. There is no option for classic or new view so it only shows in classic view.

     

    Every field was available to add to the report before, now there are limited options and none of them are what I need to show. Now I have to manually open each entry to get the information I need (account, vendor, customer, etc). 

    R
    RLS-CoC
    May 17, 2024

    I agree !!   Many of the columns and data fields we had available in QB Desktop are not there in QB Online.  The Customization of Reports is very limited.  

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