I am trying to filter my sales by item summary based on a custom field. I have created a custom field that is the name of the manufaterer, so that I can see only item quantities sold by that manufacterer for a certain time period. Whenever I use the

Hello JustJeeps,

Thanks for joining us in the QuickBooks Community. I can appreciate how adding this sort of custom field would be useful when it comes to tracking your items and sales. It sounds like you're on the right track for setting up the item and then using the filter options in the Sales by Item Summary report to bring up the results. I'll go over some points to make sure things are set up exactly as needed.

Setting up a custom field for an item is pretty easy. I'll go over the steps just to make sure you have it down pat.

1. Go to the Lists menu and choose Item List.
2. Double-click an existing item to edit it or click Item and New to create a new one.
3. Click Custom Fields.
4. Select Define Fields.
5. Enter in a Label for the field and ensure the checkbox Use is selected.
6. Click OK on each window to save and exit.

If that's what you've done, great! The next step is making sure the custom field is set up on your form template so that it registers as a part of the transaction. Here's how.

1. Click Lists and choose Templates.
2. Double-click to edit the desired template.
3. Select Additional Customization.
4. Go to the Columns tab.
5. Select your custom field item (Note: If you don't want your customers to see it, only check off the Screen box).
6. Click OK on each window to save and exit.

Next, when you create a transaction where you want to use that custom item field, make sure you select the template you just added the custom field to as a column. This will show that column so you can add your Brand information. Once you've saved that transaction, you should now be able to go to the Sales by Item Summary report, add the filter option for the Brand and specify the information you entered, and see results when you run the report.

If you're still having trouble seeing it, check for typos, to make sure the date range is correct, and other such details. For further troubleshooting, please get in touch with the QuickBooks Desktop support team directly. Learn how to get in touch here: Intuit QuickBooks Desktop software support policies. Please note that due to reduced staffing during the COVID outbreak that all QuickBooks Desktop support hours have been reduced to Monday to Friday between 9 a.m. and 8 p.m. ET.

Here are a few articles that may be of use to you.

• Create and use custom fields in QuickBooks Desktop
• Customize reports in QuickBooks Desktop

Have a great weekend!