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Anne0322
July 10, 2020
Question

Custom Fields

  • July 10, 2020
  • 1 reply
  • 0 views
I created and use custom fields in the Customer center. I've added them to reports with no problems. I created 2 custom fields to the Supplier center for Swift/BIC and IBAN bank data for supplier payments. I have added these fields to the AP reports but when I view the reports the customer fields have not data. I can't figure out why these fields are empty in the reports...they have data in them. Does anyone have some ideas? Thanks in advance.

1 reply

Adrian_A
Adrian_A
July 10, 2020

I'm here to share some information when running a report in QuickBooks, Anne0322.

 

If you're running a vendor's report like Accounts Payable report, all your customer's data will not be displayed in the report or vice versa.

 

If you want to pull up your customer's information, I'd suggest running any customer-related reports. You can do that by clicking the Reports tab. Then, select Customers & Receivables and then select a report. From there, click the Customised Report button to filter the data you want to display.

 

I've added this article for more information when customising a report: Customise reports in QuickBooks Desktop.

 

I'm just a post-away if there's anything that I can help. Keep safe!

A
Anne0322Author
July 16, 2020
Thanks but I am not looking for customer data. I am looking for supplier data and custome fields I created for thse suppliers. Does anyone ahve any ideas? Thanks in advance.
Kristine Mae
Kristine Mae
July 16, 2020

Let me help you, Anne0322. I just have to know more about this, though.

 

What transaction did you create with the custom fields? What report are you trying to pull up? Can you also provide us a screenshot?

 

In the meantime, you can customize the report to help you focus on the information that you need. Click the link provided by a colleague, Adrian_A, at the top.

 

You can get back to this thread with more details. We're just around to help you. Thanks in advance.

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