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richard91
Level 2

How do I add the contents of my three custom fields (on my invoices) to my reports (as columns) please?

 
Solved
Best answer September 10, 2020

Best Answers
Rose-A
Moderator

How do I add the contents of my three custom fields (on my invoices) to my reports (as columns) please?

I can provide you the step-by-step process in adding the custom fields to your reports, richard91.

 

You can pull up and customize your reports to show all the content you need. Here's how:

 

  1. Click Reports in the left panel and search for the report you need (for example Transaction List by Customer).
  2. On the reports screen, tap Customize.
  3. Go to Rows/Columns and select Change columns.
  4. Scroll down and select the custom fields.
  5. Hit Run report.
  6. You'll see these columns in the report.

Or, you can use the Gear icon on the upper right corner in the report to modify the columns. See the sample screenshot below.

 

 

To get more ideas on how to utilize your reports in QuickBooks Online, you can visit the following article: How to Customize Reports: Basics, Sorting & Date Ranges. This will provide you a brief video for your visual reference. You can also memorize it to save the current customization settings. It helps you quickly access it for future use. 

 

I'm only a post away if I can be of additional assistance. I'm always here to keep helping. Wishing you a wonderful rest of the week.

View solution in original post

3 Comments
Rustler
Level 15

How do I add the contents of my three custom fields (on my invoices) to my reports (as columns) please?

As far as I know you can not.  The custom field entries are particular to the invoice and do not pull into reporting

Rose-A
Moderator

How do I add the contents of my three custom fields (on my invoices) to my reports (as columns) please?

I can provide you the step-by-step process in adding the custom fields to your reports, richard91.

 

You can pull up and customize your reports to show all the content you need. Here's how:

 

  1. Click Reports in the left panel and search for the report you need (for example Transaction List by Customer).
  2. On the reports screen, tap Customize.
  3. Go to Rows/Columns and select Change columns.
  4. Scroll down and select the custom fields.
  5. Hit Run report.
  6. You'll see these columns in the report.

Or, you can use the Gear icon on the upper right corner in the report to modify the columns. See the sample screenshot below.

 

 

To get more ideas on how to utilize your reports in QuickBooks Online, you can visit the following article: How to Customize Reports: Basics, Sorting & Date Ranges. This will provide you a brief video for your visual reference. You can also memorize it to save the current customization settings. It helps you quickly access it for future use. 

 

I'm only a post away if I can be of additional assistance. I'm always here to keep helping. Wishing you a wonderful rest of the week.

View solution in original post

richard91
Level 2

How do I add the contents of my three custom fields (on my invoices) to my reports (as columns) please?

That's great. Thank you!

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