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M
mpatterson
May 14, 2021
Question

I need COMPANY added on my Customer Reports. Currently only NAME which is an account number is on it

  • May 14, 2021
  • 3 replies
  • 0 views

Hi

 

Our quickbooks reports are only showing our Customer Account Numbers and Vendor Account numbers because it is under NAME.  The actual name is under COMPANY.   

How can I get my Open A/Receivable report to display this?  Right now when I run reports I can only see account numbers which means nothing to me.  I need to see the Company name.

 

Please help asap :)

3 replies

C
Catherine_B
May 14, 2021

Hello there, mpatterson.

 

I can help you add columns that will help you identify the name of the customer. 

 

Reports will base on the Customer Name you entered on the customer's profile. When running the Open Invoices report, you can add other customer profiles where their names are posted such as Name Contact and E-mail. I can show you how to add those columns. 

 

  1. Go to the Reports menu and choose Customers & Receivables.
  2. Click Open Invoices.
  3. Select Customize Report.
  4. Under the Display tab, search and select under COLUMNS, Name Contact, or Name E-mail.
  5. Set other columns and filters on the report and click OK.

While the option to add the company name on the report, you'll want to pull both the Customer Contact List and Open Invoices report and export them to Excel. From there, you can collate them.

 

Feel free to use this link for more info on customizing reports in QuickBooks Desktop.

 

Just let me know if you need other information you'll want to add to your reports. I'll before the cored to help. Take care!

M
mpattersonAuthor
May 16, 2021

Thank you! But no it did not work.  I have desktop enterprise 2021.  Please let me know how I can actually see the COMPANY name on all of my reports not just the account number.  Reports need to have company name on it. Please give me step by step instructions to do this.   I would be so grateful.  Thank you.  These reports need to be given to owner ASAP ! 

Adrian_A
Adrian_A
May 16, 2021

I have a workaround that you may want to consider, mpatterson.

 

We can modify your customer's name to their company name. This way, it will be included on the reports. Let me guide you how:

 

  1. From the Customers menu, select Customer Center.
  2. Click your customer's name.
  3. Under Customer Information, select the edit (pencil) icon.
  4. Interchange the CUSTOMER NAME and COMPANY NAME.
  5. Click OK.

 

I've also added these screenshots as your visual guide:

 

You can always browse this page for more information about report customization: Customize reports in QuickBooks Desktop.

 

Get in touch with me if ever my assistance is in need. Keep safe!

M
mpattersonAuthor
May 17, 2021

Thank You!  But, the only problem is we are importing data from Corridor through transaction pro and it's identified by CUSTOMER NAME...so CUSTOMER NAME can't be altered or the import won't work correctly.

 

All I want to do is have CO NAME information to show up ALSO on the report.

 

Can anyone help?

 

Thanks!

BigRedConsulting
BigRedConsulting
May 16, 2021

@mpatterson 

Unfortunately there is no way to include the company name on reports.  It is rather odd, given that you can include the address and also some seemingly minor fields - much less important.

 

What is it you're trying to do/would you do if you could include the field? - perhaps there is another way...

M
mpattersonAuthor
May 17, 2021

Thank you ! I’m trying to print an aging accounts payable, accounts receivable   And customer report.  Only account numbers are shown.  No names of the company’s.  
I also am trying to print a profit and loss statement with classes.   Any recommendations so you can actually read?   Currently, so small I can’t read.  

J
jamespaul
May 17, 2021

Hello, mpatterson.

 

Thanks for following up with us regarding the reports. I'll add some more details about the Company Name data, and help you customize the profit and loss statement. 

 

As what BigRedConsulting and my colleagues have mentioned, we're unable to add the Company Name data on reports. Though, the Vendor Contact List and the Customer Contact List reports will show it. You would just need to add the column: 

 

  1. Go to the Reports menu, then hover on Customers & Receivables or Vendors & Payables. 
  2. Select Customer Contact List or Vendor Contact List.
  3. Click the Customize Report button.
  4. Check Company, then click OK. 

 

 

You can export both reports (by clicking the Excel button) and use them as a reference for your aging reports. The workarounds shared by my colleagues can be an option, too. 

 

Regarding the profit and loss statement, you can change the font settings within the report itself to make it more readable. Here's how: 

 

  1. Go to Reports, then hover on Company & Financial. 
  2. Select Profit & Loss by Class. 
  3. Click the Customize Report button.
  4. Go to the Fonts & Numbers tab.
  5. Select the report data under Change Font For.
  6. Click the Change Font button.
  7. Adjust the font settings, then hit OK.

 

 

You can customize other data to make them more readable to you. 

 

 

If you need more help with the reports, feel free to check this article: Understand reports.

 

Need to work on new transactions or manage your company in the Enterprise program? Check out the guides from the articles list page. 

 

Need to build other reports? Please let me know the details and I'll show you around. If you have other questions about Enterprise's features, add them to your reply.

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