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JoFig
September 16, 2024
Question

Adding a custom field to the Collections statement

  • September 16, 2024
  • 1 reply
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I need a custom defined field (called property address) to display on the Collections Statement. Quickbooks "jobs" are properties in our business and we send an invoice for each job/property.  I need the custom field (property address) associated with the job/invoice (property) to print on the Collections Statement alongside each job name, which is just a property number that the client would not recognize.  I know Quickbooks standard functionality does not allow this, but is there a way to modify the quickbooks software or integrate another software to accomplish this? Thank you.

1 reply

A
AnneMariee
September 16, 2024

Thanks for posting in the Community, JoFig.

 

In QuickBooks Desktop, you can customize reports so they can show you specific information. You can add custom column fields in the Collections report to display the properties associated with your invoices.

 

Here's how:

 

  1. Go to the Reports menu, and then choose Reports Center.
  2. Type the report in the search bar at the top, and then click the arrow button to run it.
  3. Tap the Customize button, and then select the Display tab.
  4. Go to the Columns field and pick the custom field you have created.
  5. You also have the option to filter out the report so this will only show the item you need. Just go to the Filters tab. 
  6. Select OK when done.

 

Take note that you must include the custom field data in your sales transactions to display the values in the Collection report.

 

However, if you want more customizations by using integrations to the software itself, you can head to the Intuit Developer Community for more tailored advice and detailed answers regarding this matter. You can also check the available apps in the QuickBooks Desktop App Store for apps that can help you achieve the task.

 

For more info, check out this resource: Customize reports in QuickBooks Desktop.

 

You may also memorize reports in QuickBooks Desktop to save its customization settings.

 

Let me know if you have any other QuickBooks-related concerns, JoFig. I'll be right here to help you out.

BigRedConsulting
BigRedConsulting
September 16, 2024

@AnneMariee  RE: In QuickBooks Desktop, you can create custom fields for specific customer, vendor, employee, product, and service details. Here's how to create them:

 

That's not even close to an answer to the question. Did you even read the question? It's not complicated.

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