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shahul-signature
July 4, 2024
Question

Can we retrieve back data of custom filed entered earlier? As tried to add new custom field which erased data of old custom field.

  • July 4, 2024
  • 1 reply
  • 0 views
Under purchase order, added Project no for customer project tracking, but noticed that we are using project code for sales invoices instead Project no field. Added both the field under purchase order, and when removed project code.. it erased the data entered under project no field and Project no field no longer showing as an option under report to select, how to retrieve data entered earlier under project no field?

1 reply

M
MAnneJ
July 4, 2024

We can use the Audit log instead in retrieving the data back, Shahul. Let me go into detail on this. 

 

We don't have the option to retrieve the data directly. However, we can check for the item deleted by tracing the Audit log. From there, we can get the details instead and re-enter them into the custom fields.

 

Here's how:

 

  1. Open your QBO account.
  2. Go to the Gear icon, then select Audit log under TOOLS.
  3. In the Audit log page, check the item in the DATE CHANGED drop-down.
  4. Once found, click View under HISTORY.
  5. You can get the information on the Audit History page.
  6. Once you have the data, we can now re-enter the transaction.

 

After this, you'll have to create custom fields to your preference. To ensure the data remains, you'll have to tick both the All Sales forms and the Purchase Order, as shown in the screenshot below. By doing this, the data will not be removed unless deleted.

 

Additionally, you might want to check this article and learn how to add an accepted purchase order to a transaction for your supplier: Add purchase orders to expenses, bills, or cheques in QuickBooks Online.

 

I'm always ready to circle back if you need additional assistance managing your custom fields in QBO. Have an awesome day.

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