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T
treas1
November 29, 2023
Question

Custom column header in exported report wrong.

  • November 29, 2023
  • 1 reply
  • 0 views

I exported a report that I customeized.  One of the columns is a custom customer field.  In the CSV and XLS the title is:

    entity_column_customer_udcf_9

This is a customized "sales by customer detail report".  I have another customized report, a customer contact list, with this same column.  For this report the column header is the name of the custom field.

 

Is there any way to fix this?

    1 reply

    K
    Kurt_M
    November 29, 2023

    We're happy to have you here in the Community space, @treas1. We'll help you fix your custom report's column header.

     

    Yes, there's an easy way to fix it. You can close and then reopen the exported custom report and enable the editing option so you can modify your column header. We'll walk you through to get this resolved:

     

    1. Access the custom report you exported from your QuickBooks Online company.
    2. Click the Enable Editing button above the formula bar.
    3. Edit the column header and then once done, click the Quick Access Tool Bar or File.
    4. Select Save.

     

    For visual reference, see the screenshot attached.

     

    Also, we recommend checking these helpful references about keeping your current report settings for future use and learning more about what data you can add to the program:

     

     

    @treas1, you can visit us anytime if you need assistance managing custom reports or performing specific tasks inside QuickBooks. We've got your back, we'll respond as soon as possible. Have a good one.

    T
    treas1Author
    November 29, 2023

    Thank you for the quick reply.  I know that I can edit the exported CSV or spreadsheet.   But I have to do that each time I export a report.  Is this a bug in QBO?  

     

    When I export a customer list with this same custom column It exports with the correct title.

      J
      JamaicaA
      November 29, 2023

      You're always welcome to get back in this thread, @treas1. I'll route you to the department that handles this situation best.

       

      Yes, the header should remain the same when exporting. Since you're experiencing this issue every time, contact our representatives. They can help you figure out the reasons behind the error.

       

      Here's how:

       

      1. Go to the Help icon and choose Search.
      2. Click the Contact Us button and enter your concern.
      3. Press Continue.

       

      See this article for our operating hours: QuickBooks Online Support.

       

      For more tips on personalizing your reports to enhance your business communication with customers, refer to this article: Customize reports in QuickBooks Online.

       

      To save the current customization settings, refer to this guide: Memorize reports in QuickBooks Online.

       

      This should auto-populate the tag labels you're looking for. If you need help modifying reports, let me know. I'll be glad to assist you further.

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