Adding a field to a customer report

bgeiger · ‎April 07, 2019

Hi,

I'm using QuickBooks Desktop Pro 2017

We have just started emailing invoices and offering online payment. I import my invoices using iif. To get the information for the iif file, I run a customer report, export it to excel, and then use that to do a mail merge.

I learned last year that I needed a "To Send" field in my TRANS line but I can't find a report that includes "Preferred Send Method." I use a memorized Customer Contact List but that field is not an option and I can't find another report that includes it that I could even export and merge with my current report.

Any suggestions?

JanyRoseB · ‎April 08, 2019

Hello, bgeiger.

Good to see you here in the QuickBooks Community. Let me help guide you on how to pull up the report you need in QuickBooks Desktop.

You can run the Transaction List by Customer report and customize it to show the Preferred Send/Delivery Method information. Here's how:

At the top menu bar, click Reports.
Go to Customer & Receivables.
Select Transaction List by Customer.
Click Customize Report.
Select Display option.
On the Columns tab, type-in and select the Preferred Delivery Method.
Click OK.
Change the date range.

For additional reference, you can check this article on how to customize reports in QuickBooks Desktop.

This will get you on the right track. Feel me in if you have additional questions about the Transaction List by Customer report. I'll be around to help.

View solution in original post

JanyRoseB · ‎April 08, 2019

Hello, bgeiger.

Good to see you here in the QuickBooks Community. Let me help guide you on how to pull up the report you need in QuickBooks Desktop.

You can run the Transaction List by Customer report and customize it to show the Preferred Send/Delivery Method information. Here's how:

At the top menu bar, click Reports.
Go to Customer & Receivables.
Select Transaction List by Customer.
Click Customize Report.
Select Display option.
On the Columns tab, type-in and select the Preferred Delivery Method.
Click OK.
Change the date range.

For additional reference, you can check this article on how to customize reports in QuickBooks Desktop.

This will get you on the right track. Feel me in if you have additional questions about the Transaction List by Customer report. I'll be around to help.

bgeiger · ‎April 08, 2019

Thanks - that's exactly what I was looking for.

Barb

JanyRoseB · ‎April 09, 2019

You're very much welcome, bgeiger.

I'm glad that I was able to help you today. Please know that you're always welcome to post if you have any other concerns about your QuickBooks. The Community team will always here to help you out.

Wishing you and your business continued success.

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Adding a field to a customer report