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Let me guide you, RCWA-MBL, on how to include a customer's middle name in a custom report.
In QuickBooks Online, we can include the Middle name column by personalizing the custom report to ensure you can view them.
Here's how:
1. Open the custom Customer report you have created.
2. Select the Columns option.
3. Click on More Columns.
4. Navigate to Customer, then click on Show More.
5. Ensure that the box for the Middle Name is checked.
If the middle name still doesn't appear, I recommend performing some browser troubleshooting. Excessive cache storage can affect device performance, so it's helpful to manage it regularly.
First, try accessing your account in an incognito window to rule out any webpage issues. Here are the shortcut keys for opening an incognito window in different browsers:
- Chrome: Ctrl + Shift + N
- Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
After opening the incognito window, check if the middle name column is visible. If it appears there, switch back to your regular browser and clear its cache. This will give you a fresh start when accessing QuickBooks. Alternatively, you can try using a different supported browser.
Additionally, I'm including this resource in case you want to make further customizations to your reports: Customize Reports in QuickBooks Online.
Should you have further concerns regarding custom reports, customizing them, and other data interpretations. Don't hesitate to leave a post and click the Reply button. I'm here to help!
