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A
AFB355
October 9, 2024
Question

Adding a New Column on an existing Report

  • October 9, 2024
  • 1 reply
  • 0 views

I need to add a new column on the Open Invoices report and the Unpaid Bills Detail reports. I have gone to customize report but the Column Names I need aren't there. I need to add a column names or edit one that is existing and add it to my report. On the Open Invoices report I need to add a column for my companies job number and edit the one column that says "Num" to "Invoice #). 

1 reply

J
JorgetteG
October 9, 2024

I appreciate you reaching out with your concern, AFB355. I'm happy to guide you step-by-step to ensure everything goes smoothly.

 

In QuickBooks Desktop, the customization options are designed to maintain consistent and accurate reporting using predefined column names. This ensures that the software properly categorizes and organizes the generated financial data.

 

Although editing or renaming column names isn't currently supported, we acknowledge the significance of this functionality and appreciate your feedback. We encourage you to share your insights and suggestions with our product engineers.

 

In the meantime, you can create or modify a custom field to achieve your desired column names. Once set up, these fields can be added to your form templates, making them available in the column list.

 

Here's how:

 

  1. Go to the Reports menu and select Report Center.
  2. Open a report on the list. (Open Invoices or Unpaid Bills Detail reports ).
  3. Select Customize Report.
  4. Go to the Display tab. In the columns section, search for your custom name or item field. (Invoice # or Companies Job #).
  5. Select your custom name (Invoice # or Companies Job #) and click OK to add it.
  6. Hit Refresh on the report. The custom field will show up as a column.

 

Once you have customized your report, you can memorize it to save the settings for future use. This way, you won’t need to go through the customization process again.

 

Additionally, consider using Intuit Data Protect to automate your backup process. This tool allows you to schedule backups, ensuring your data remains up-to-date without taking up unnecessary space.

 

We want to ensure your QuickBooks Desktop experience is seamless and positive. Don't hesitate to ask for further assistance managing your reports or any other QuickBooks-related queries. Our team is always here to help.

A
AFB355Author
October 14, 2024

Thank you so much for your help.

I did what you stated and when I hit "OK" it doesn't save it or make it an option for me to choose from. Do I need to be in Admin and single user for that to work? First I am trying to add "AFB Job #" as an option in the column section on the Open Invoices report. 

E
Ethel_A12
October 14, 2024

Thanks for trying the steps provided by my colleague, @AFB355.  Allow me to give additional information or steps in creating a custom field in QuickBooks Desktop.

 

It isn't necessary to be an admin of the account to be able to add a custom field. If you have not successfully added it, follow the complete steps below:

 

  1. Go to the Customer, Vendor, or Employee menus. Then select Customer Center, Vendor Center, or Employee Center.
  2. Double-click any profile on the list to open and edit it.
  3. Select the Additional Info tab. Then select Define Fields.
  4. Name your custom field in the Label column.
  5. In the Use for the column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.
  6. Select OK to save the custom field.

 

You can add pre-populated fields from the What kind of data? section if you use QuickBooks Desktop Enterprise. The column is column. You can create a free-form text field by selecting Any text.

 

Once done, let's create custom item fields.

 

Here's how:

 

  1. Go to the Lists menu and select Item List.
  2. Double-click any item on the list to open and edit it.
  3. Select Custom Fields. Then select Define Fields. 
  4. Name your custom field in the Label column. Names aren't case-sensitive.
  5. In the Use column, select the checkbox to turn on the custom field.
  6. Click OK.

 

If you are still not able to save when clicking OK, let's repair QuickBooks so you can successfully add a custom field and get back to business in no time. 

 

Let me show you how:

 

  1. Download the QuickBooks Tool hub.
  2. Open and install the downloaded file.
  3. On the QuickBooks Tool app, select Program Problems.
  4. Click Quick Fix my Program.

 

In addition, I'm adding this article for more information about the QuickBooks tool: Fix company file and network issues with QuickBooks File Doctor.

 

You can comment below for any follow-up questions about running reports in QuickBooks Desktop. I'm always here to help. Have a great day.

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