Skip to main content
J
JLloyd79
August 21, 2023
Question

Creating Income by Customer Report with Custom Fields

  • August 21, 2023
  • 1 reply
  • 0 views

Hello,

 

I am trying to create a custom report in our Quickbooks Online account. I am trying to create a report just like the Income by Customer Summary report that is already in Quickbooks Online. However, I would like to add custom fields that I created for our customers. When I open the Income by Customer Summary report, it does not allow me to add these custom fields when I try to customize the report. How do I create a report that includes all of the data from the Income by Customer Summary report (income, expenses and net income) while also adding columns for the custom fields that I created?

1 reply

T
Trish_T
August 21, 2023

Hi JLloyd79,

 

Welcome to Community!  I appreciate your efforts in customizing the Income by Customer Summary report, in QuickBooks Online.  Although all reports are customizable, there are some limitations for specific reports.  However, there is a way to accomplish your QuickBooks goal, and I'd be glad to help!

 

To create a report that includes all of the customer data, along with the custom fields you've created, I suggest the Transaction List by Customer.  Here's how;

 

1. Open Reports, then enter Transaction List by Customer, in the search field

2. Enter the Report Period 

3. Select Customize and Group by Customer

4. Click on Filter, to see the available options

5. Checkmark the boxes for the information you want to show on the report.  This is where you'll see the Custom Fields you created.

6. When you're ready, hit Run Report

If you still don't see your custom fields on the report, click on the small ⚙ in the top right of the report.  Click on Show More.  Checkmark your selections here.

 

Should you require additional assistance, please don't hesitate to contact us.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.

Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out with other questions.  We're always happy to assist!

 

 

 

 

Terms & ConditionsAccessibility statement