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MissQB
June 20, 2024
Question

Vendor Center: Data in Custom Fields are showing empty on all reports

  • June 20, 2024
  • 1 reply
  • 0 views

Data entered into custom fields within the vendor center are not showing up on any transactional type report. More specifically, "Unpaid Bills Detail" report.

  

*The custom fields were created correctly and there is no issues with the QuickBooks File or software. I have tested this on different computers and different versions of QuickBooks Desktop.

 

This seems like a product limitation and I am wondering if anyone found a workaround so the data in the custom fields will populate on Vendor reports? 

 

 

 

1 reply

C
ChristineJoieR
June 20, 2024

I appreciate your effort for sharing detailed information, MissQB. The custom field function displays only for some specific reports in QuickBooks Desktop. I'll ensure to share some workaround regarding this topic.

 

We can only create custom fields to catch distinct customer, vendor, and employee details. Thus, this function will only appear on the Vendor, Customer, and Employee Contact List report.

 

Alternatively, we can export the Vendor Balances Detail report to an Excel file. Modify the columns and headers so you can include other information you require.

 

Follow this guide below:

 

1. Go to Reports, then Reports Center.

2. Find and double-click the report you want to export.

3. Select the Excel dropdown, then Create New Worksheet or Update Existing Worksheet. 

4. If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.

5. To export, select OK.

 

If you need the complete process to move data to Excel, I'm adding this page: Export reports as Excel workbooks in QuickBooks Desktop.

 

You'll need some guidance on how to customize your financial reports, see this article for your reference: Customize reports in QuickBooks Desktop.

 

In addition, QuickBooks Desktop offers various reports tailored to suit your business requirements. We can access all these reports through this article: Understand reports.

 

Please don't hesitate to contact us regarding any questions you have about vendor report preferences or any other QuickBooks-related matters. We're here to help. Stay safe!

 

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