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

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:

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

To Rebuild Data:

1. Open the File menu, and select Utilities.
2. 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!

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?

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:

1. Close QuickBooks and download a copy of the utility's most recent version, then run it.
2. Follow along with your on-screen steps to complete installation and agree with our terms and conditions.
3. 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.
4. 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:

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

Be sure to review their support hours so you'll know when agents are available.

Please feel welcome to send a reply if there's any additional questions. Have an awesome Thursday!

Thanks for this tool.

So I ran the QB Tool Hub, and attached are the errors that I get.

I ran this on the computer where my files are stored.

Thank you for getting back to us and providing us with some information, CG-T14.

Let me help and make sure you're able to use your custom fields in QuickBooks Desktop.

We need make sure to close out QuickBooks and choose the correct company file when running the QuickBooks Desktop Tool Hub. It will perform some diagnostics and a quick repair on your file, resolving some common installation issues.

If that didn't work, we can manually repair QuickBooks Desktop from your control panel and re-sort your list so you can continue setting up customer group with custom fields.

To repair:

1. Go to Windows Start menu.
2. Search and select Control Panel.
3. Choose Programs and Features.
4. Select QuickBooks in the list of programs, then right-click and hit Uninstall/Change. Don't worry, we're uninstalling the program we are just repairing it.
5. Click Continue, then Next.
6. Select Repair then Next. Wait for the Repair to complete.
7. Once done, hit Finish.

After that, restart your computer then run QuickBooks as Administrator and open the company file again.

Next, let's proceed in re-sorting your list. Here's how to do it:

1. Go to the Lists menu.
2. Select the list you need to re-sort.
3. Click the Include Inactive checkbox. If it's grayed out, there are no inactive names.
4. Go to the View menu, then select Re-sort Lists.
5. Select OK.
6. Close and reopen your company file.

I've added this article for more information: Re-sort lists in QuickBooks Desktop.

If you have any further concerns or questions, please leave them in the comments section below. I'm always willing to assist. Have a wonderful day!

Hi,

So I contacted QB Customer Care.

I had contacted them using a trial version of the latest QB 2022.

The agent tried replicating this issue and got the same results! Not all Custom Fields were showing on the Grouping menu.

Agent's excuse was that not all options are available on trial menu.

That was clearly just a coverup and excuse since she was able to replicate on her system!

Also, I've tried replicating this by another client of mine (who I do the accounting for) who uses QB Enterprise 2021 - not a trial - and got same results!!

Customer Care refused to look into this bug further since I'm operating on a trial!!!

How can we get this but fixed??