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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!
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