Question

Customer Group Setup Not Showing all Custom Fields set for Customer List - QB Desktop

Forum|Forum|3 years ago
September 13, 2022
7 replies
16 views

Hi,

I have various Custom Fields set up for my Customer List.

I'm trying to setup Customer Groups based values in those Custom Fields.

However, not all my Custom Fields are showing in the 'Fields' drop down list on the Customer Group Setup Page.

I'm specifically trying to get the 'Statement_Type' customer field.

See attached: List of Custom Fields & fields showing on Group Setup page.

I'm using QB Desktop - Enterprise 2021

Anyone know why certain fields would show and certain ones not?

QuickBooks Desktop

M

Mich_S

Level 5

I can see how missing custom fields would affect your ability to keep your records in order, @CG-T14. Let's ensure you'll get the data you want.

We need to make sure first to install the most recent version of QuickBooks Desktop. This allows your software to be updated and get the newest features and solutions.

After that, I recommend we use the Verify and Rebuild Utility Tools to fix any potential data integrity problems with your company file. I'll walk you through the steps:

To Verify Data:

Open the File menu, and select Utilities.
Choose Verify Data.

To Rebuild Data:

Open the File menu, and select Utilities.
Choose Rebuild Data.

For more details about the tool, feel free to read this module: Verify and Rebuild Data in QuickBooks Desktop.

Check out this useful guide you can use to handle customer payments and statements after everything has returned to normal: Create automated payment reminders for invoices and statements.

Let us know whenever you need extra help with this topic or QuickBooks as software. The Community is available 24/7 to assist. Take care always!

C

CG-T14Author

Thanks so much for your response.

I've already tried to 'Verify Data' and results came back that everything is ok.

Is it necessary to 'rebuild data' if all was found to be ok?

Z

ZackE_

Moderator

Thanks for following up with the Community, CG-T14. I appreciate you performing Mich_S's recommended troubleshooting steps.

After utilizing your Verify Data utility, it will display one of three messages:

"QuickBooks detected no problems with your data," - You don't need to utilize the Rebuild Data tool.
"Your data has lost integrity," - This indicates there's damage in your file. You can use the Rebuild Data utility to fix it.
It could also show a specific error message. If it does, there may be an article about it in our help article archives. You can search there for specific instructions on what to do for the error it displayed.

Since it returned a "QuickBooks detected no problems with your data," message, you can move on to troubleshooting with our QuickBooks Tool Hub.

Here's how:

Close QuickBooks and download a copy of the utility's most recent version, then run it.
Follow along with your on-screen steps to complete installation and agree with our terms and conditions.
Once it's installed, double-click its icon to open the tool hub. If you can't find your app, perform a search in Windows for "QuickBooks Tool Hub" and select the program.
Access your Company File Issues tab and use the Quick Fix my file and QuickBooks File Doctor tools to troubleshoot your company file. In the event you need additional assistance, choose File Dr Help.

If some of your custom fields still aren't showing up on the list of customers, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while using QuickBooks.

Here's how:

In the top menu bar, go to Help, then QuickBooks Desktop Help.
Click Contact Us.
Enter a brief description of your situation in the Ask a question (or tell us what's wrong) field.
Hit Continue.
Select We’ll contact you for a callback or Message Us to start an instant messaging session.