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SamQree
March 1, 2024
Question

How do I get SSNs to populate on a report??

  • March 1, 2024
  • 1 reply
  • 0 views

I created a memorized report that I use to send to our CFO which needs to include SSNs. There is a column on the report for SSN/Tax ID number. However I can not find where to enter that data. My guess is that it should be somewhere on the new customer form, but I'm not seeing it. 

 

Any ideas are much appreciated. 

1 reply

Candice C
Candice C
March 1, 2024

Hey there, @SamQree. 

 

Thanks for reaching out to the Community! 

 

The best way to get SSNs and/or Tax ID's on the report, is by adding them to the vendor, contractor, or employee they need to go to. 

 

Here's a guide that can provide some additional information: Add a customer, employee, or vendor in QuickBooks Desktop. 

 

This should do the trick. If you have any other questions, don't hesitate to ask. Have a great day! 

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