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zacharyfinken
October 7, 2022
Question

Custom field information showing up wrong in report

  • October 7, 2022
  • 1 reply
  • 3 views

I have created a drop down custom field for invoices for the week of the year. We have weeks 1 - 52. We have assigned approximately 100 invoices with the options from the drop down on the custom field. I set up a report to view all invoices and added the custom field to the report. The information we entered for the custom fields is correct on the invoice but it is displaying totally different information in the report. For example, on one invoice we selected Week 32 in the custom field but on the invoice report, the field shows Week 13. How do I fix this or what might be wrong?   

1 reply

L
LeizylMQuickBooks Team
QuickBooks Team
October 7, 2022

I want to make sure you can get all the information you need, zacharyfinken.

 

Let's perform basic troubleshooting to solve this. There are times when the browser is accessing old and corrupted temporary internet data. Thus, causing it to act weirdly. 

 

We can clear them in just a few easy steps. Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

Once logged in, go back and run the report again. If it works, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.

 

Additionally, I encourage reading these articles to ensure that you'll get the most out of your QuickBooks reporting experience:
 

 

Please let me know should you need further assistance with customizing your reports in the way your business needs. I'm always here to assist. Have a wonderful day.

Z
zacharyfinkenAuthor
October 7, 2022

Thanks for this information. Logging in with an incognito window and also using a different internet browser did not work. I get the same results. Other users on our quickbooks also get this result when they run the report, as well. Do you have any other ideas to troubleshoot? 

Rubielyn_J
Rubielyn_J
Level 8
October 7, 2022

I appreciate you for doing the steps provided by my colleague above and for getting back to this thread, @zacharyfinken.

 

Since the issue persists, I suggest suggest contacting our support team directly. They have the tools to check your account in a safe environment, and can help find the root cause why custom field information is showing up differently in your report.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. Choose the Assistant tab.
  4. Click the Talk to a human option.
  5. Select Get help from a human.
  6. Click either Chat with us or Have us call you button.

 

I've added this link to help you manage and personalize your reports in QuickBooks: Common custom reports in QuickBooks Online.

 

Keep me posted if you need more help fixing incorrect custom field showing in reports. I'm always here to help. Stay safe always.

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