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BCA-DW
November 19, 2021
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Custom Field in Employee Record

  • November 19, 2021
  • 1 reply
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I added two custom fields to our employee record to help track for the Earned Income Tax - PSD Code and Municipality. When I run my report I can get all of the information to populate, Name, Street, City, State, Zip, Income Subject to Tax, Amount (of tax) however the custom fields are blank.

Previously, I had been putting the PSD codes in other QB provided employee fields (ie the fax number for the employee) and they appear on the reports. However; I really wanted the report to have the correct heading. Is there a way to get the custom fields to populate on the report?  

Best answer by BigRedConsulting

Unfortunately there isn't a way to get the data in name or item based custom fields to appear on transaction reports unless the custom fields appear on transactions and data is entered there. The only transactions that support custom fields are sales transactions: Invoices, Sales Receipts, Credit Memos, and Estimates, as well as Purchase Orders.

 

 

1 reply

BigRedConsulting
BigRedConsultingAnswer
November 19, 2021

Unfortunately there isn't a way to get the data in name or item based custom fields to appear on transaction reports unless the custom fields appear on transactions and data is entered there. The only transactions that support custom fields are sales transactions: Invoices, Sales Receipts, Credit Memos, and Estimates, as well as Purchase Orders.

 

 

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