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Frequent Contributor *

Creating a report based on custom field for customer

We had someone set up Quickbooks several years back who created a few custom fields in the customer record... one of them was a "Payment Type".  This is a field where we will type in one of about four kinds of payment, so for example "Check", "Fintech", "Cash", "Account".  What I'm wanting to do is create a quick report I can run daily or weekly that just displays a total amount for each.  As a side note, we only use "Sales Receipts" here, so whenever a sale is received, we immediately generate a Sales Receipt for the transaction.

Any advice for this?  Much appreciated!

8 Comments
QuickBooks Team

Re: Creating a report based on custom field for customer

Hello there, Dallasbrews.

 

You can pull up the Sales by Customer Detail report and customize it to show the payment method custom field. Then, you can manually change the dates.

 

I'll guide you how:

  1. Click Reports.
  2. Go to Sales, then choose Sales by Customer Detail.
  3. Click Customize Report.
  4. Go to the Display tab.
  5. In the Search Columns field, enter payment method, then choose it.
  6. Click OK.
  7. Change the dates, then click Refresh.

I've attached a screenshot as your reference. 

 

 

Visit us anytime in the Community if you have other concerns. Have a nice day! 

Frequent Contributor *

Re: Creating a report based on custom field for customer

Thanks for the quick reply!  While that is somewhat helpful, what I'm really looking for is just a simple total of number of sales receipts, and the amount.  Currently, even if I remove all fields except Type and Payment method, QB still insists on showing me every account and every item on every sales receipt (even without the fields included).  Ideally it would just look something like:

----------------------

4/24/2019

Fintech

30 Items

$2,500

 

Check

15 Items

$1,500

-------------------------

Is that possible?  The way you are describing just lists every customer

Frequent Contributor *

Re: Creating a report based on custom field for customer

I have been trying to utilize a Custom Summary Report for the last couple hours, but can't seem to make it work there, either... I'm no accountant and not sure how the accounts are all arranged to display what I'm wanting... how can I tell what accounts are being utilized, is there no simpler way of doing this?  We don't even really have actually "accounts" as far as that goes...

QuickBooks Team

Re: Creating a report based on custom field for customer

Hello there, @dallasbrews.


Thanks for sharing your thoughts about the Sales by Customer Detail report. I’m here to provide some insight regarding the specific data you need.


At this time, customizing the report to only show the Type of Transaction and Payment Method is currently unavailable. You can instead export it to Excel and edit the information by removing the accounts and other unnecessary columns from there. 


Follow the steps below to easily export reports from QuickBooks to your locally installed Microsoft Excel. 

  1. Run the Sales by Customer Detail report.
  2. On the report, click Excel at the top and choose to Create New Worksheet or Update Existing Worksheet.
  3. If you want to format the Excel report, click Advanced, then OK when you’re done.
  4. Click Export to open the spreadsheet in Microsoft Excel once the system finishes the export process.

For more information, please check out this article: Export report from QuickBooks Desktop to Microsoft Excel


If you wish to customize the report first, visit this article for reference: Customize customer, job, and sales reports.


That should get you on the right track. 


Leave a comment below if you need anything else, I’m always here to help. Have a good one! 
 

Experienced Member

Re: Creating a report based on custom field for customer

As a follow-up to this post, how do you total the report by the custom field as opposed to the default?

QuickBooks Team

Re: Creating a report based on custom field for customer

Hello there, @lhg9039,

 

To clarify, may I know which custom field you want to total the report? I'd appreciate if you can attach screenshots so I can get a better picture of the issue.

 

I'll be waiting for your response with the information I need.

Frequent Contributor *

Re: Creating a report based on custom field for customer

To be clear, we have a "custom" field that we titled "Payment Method"... not to be confused with the native payment method that quickbooks uses in the payments table.  I'm not sure why it was set up this way but it's what I'm working with so I'm just trying to utilize it.  We have other custom fields in the customer table that we might want to make a report for, like License number and expiration date... can we not include these fields on any report?

QuickBooks Team

Re: Creating a report based on custom field for customer

Hello there, @dallasbrews.


Thanks for sharing more details about your concern. The information helped me find the exact report you need.


Great news! You can run the Custom Transaction Detail Report and customize it according to the data mentioned above.


Here’s how:

 

  1. At the top menu bar, go to the Reports tab.
  2. Select Custom Reports, then choose Transaction Detail.
    res.png
  3. In the upper right, click on the Customize Report button.
    res1.png
  4. On the Display tab, enter the payment method, license number, and expiration date in the Columns field.
    res2.png
  5. Click on OK.
  6. Select the correct period by clicking on the Dates drop-down.
    res3.png
  7. Click on the Total By drop-down, choose payment method/license number/expiration date.
    res4.png
  8. Choose the Refresh button for the changes to take effect.

Once done, you should see the total for each custom field. I'm also adding an article with detailed instructions on how to tailor reports: Customize reports in QuickBooks Desktop.


Let me know how this turns. I want to make sure you're all set with this concern.