Skip to main content
October 1, 2020
Question

Customer Custom Field

  • October 1, 2020
  • 1 reply
  • 0 views

Hello.   I created a custom field in our customer records, basically adding the QBID number so I can dump reports from QBO and combine with another system we use.   When I run a Sales By Customer Detail Report, the custom field results are sporadically populated.   Not sure why its not populating 100%.  Anyone experience this problem?

1 reply

October 1, 2020

I'm here to ensure your custom field will show on your Sales By Customer Detail report, @rich2020.

 

One of the possible reasons why the custom field data didn't show on the report is that the information (QBID Number) is missing on the transaction. You'll want to make sure that the custom field is filled out.

 

From your Sales by Customer Detail report, you can open and review each transaction that doesn't have the custom field information. This way, we can verify why it isn't showing.

 

If the field (QBID Number) doesn't have information, you can fill it out. And go back to the report and verify the info, then do the same to the rest of the transactions.

 

However, if the field has the information, let's try logging in to your QuickBooks account using a private browser. This way, we can check if it's a browser data issue.

 

Here's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Ctrl + Shift + P for Windows 10 browser.

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 

If you get the same result while using a private browser, I recommend switching to a different one.

 

You might also want to check out this article to learn more about how to search for transactions with a specific custom field: Filter, search, and sort with custom fields.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!