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September 21, 2020
Question

Name Field

  • September 21, 2020
  • 1 reply
  • 0 views

Can someone tell me how to change the name field on reports back to the payee when a job code has been used?

1 reply

PatriciaT
September 21, 2020

Hi Katha,

 

Welcome to the community family! QuickBooks Desktop offers tons of great reports to help you get important information about your company. You also have the flexibility to customize these reports to meet your business needs. I'll be happy to point you in the right direction with this.

 

It sounds like you'd need to customize back your reports to include the payee's names instead of the job code. If the name field was created as a custom field before being added to your reports, you can edit the existing custom field or add a new one before adding it to a report. Here's an article to assist you with that: Create and use custom fields in QuickBooks Desktop

 

Feel free to also explore these articles for more on how to customize reports in the system.

 

In case you need any further assistance, don't hesitate to reach out to our QuickBooks Desktop support team. You can learn how to get in touch here: Intuit QuickBooks Desktop software support policies

 

Have a great day!