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clarke01
Level 2

I want to run a report of recurring transactions including the custom fields but "Custom Field" is not a choice on the report customization. Any idea how to do this?

 
3 Comments 3
Sarah Bl
QuickBooks Team

I want to run a report of recurring transactions including the custom fields but "Custom Field" is not a choice on the report customization. Any idea how to do this?

Good morning, @clarke01.

 

I see that you are wanting to run a report on your Recurring Transactions and hit a bump in the road. At this time, the way to do any edits to the report is only in the Customize tab.

 

If you wouldn't mind explaining more about what you're needing in the report, I'd be glad to see what other options we have for you.

 

I can also leave feedback to our Product Development Team of this setback. They're committed to developing innovating tools that help you today and grow with you tomorrow.

 

I'm always here to lend a helping hand. Please don't hesitate to reach back out.

 

clarke01
Level 2

I want to run a report of recurring transactions including the custom fields but "Custom Field" is not a choice on the report customization. Any idea how to do this?

I want to run a Recurring Transaction List and want my Custom field to show on the report. The "Custom Field" is not an option in the report customization

Sarah Bl
QuickBooks Team

I want to run a report of recurring transactions including the custom fields but "Custom Field" is not a choice on the report customization. Any idea how to do this?

Hello again, @clarke01.

 

Thank you for reaching back out to me.

 

Currently, making a "custom field" in Transaction by List report isn't available. Having said that, I can submit feedback to our Product Development team.

 

I'm also going to provide you a link where you can leave feedback of this as well.

QuickBooks Online Feedback

 

Please don't hesitate to reach back out with any other questions. Community is always here for you.

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