Welcome to the Community page. Currently, QuickBooks Online is unable to generate reports directly based on custom fields, especially when it comes to grouping projects. Here are some few insights about custom fields and project reports in QBO.
Custom fields are additional fields you can add to various QBO forms, such as invoices, sales receipts, purchase orders, and customer profiles. While custom fields help organize and filter data, QBO's reporting capabilities are primarily designed for financial analysis. They aren't optimized for complex groupings and filtering based on custom fields.
When creating a project, utilize the Customer or Notes field to input your Referred By data. However, if your customer field is already assigned to another person, then follow these workarounds:
Exporting Data: Exporting project data to a spreadsheet and using pivot tables to analyze and group data based on custom fields.
Third-Party Reporting Tools: Consider using third-party reporting tools that integrate with QBO and offer more advanced reporting capabilities.
After you customize a report in QBO, memorize it so you can access it easily in the future.
If you have any further questions or need additional help customizing your reports, please feel free to reach out. Your dedication to managing your projects accurately is commendable, and we're here to support you every step of the way.
