Custom field not saving value in QBO

MariamMeem · ‎January 29, 2024

Hello,

I have set up a vendor custom field (type=number), and while I can see it and fill it, it saves the value randomly. So I can save, exit, and return to the vendor 3 times before the value is actually stored in the system. I have tried filling that field both from the vendor view and from the transaction view and I witness the same behavior in both.

The behavior is so random. I tested changing a saved value, and ended up losing it altogether again.

Has anyone faced this? Any tips?

Worth noting that I have played with 2 custom fields in the vendor view and one of them is more consistent than the other, although both are not reliable!

LollyNino_C · ‎January 29, 2024

We understand how you feel about accessing your vendor custom fields in QuickBooks, and we're here to share an update about this matter, @MariamMeem.

We have an ongoing investigation about this one that our engineering team is still working on a fix. Rest assured that our engineers are aware of this matter and are diligently working on a fix so you can get back to business seamlessly.

You can contact our Customer Support Team to have your name added to the list of affected users and ensure that you receive email updates about the investigation's progress and get notified as soon as it's resolved. You can request that they add your name to the list of individuals affected. Then, provide this investigation number for easy tracking: INV-91114.

Here's how:

Click the Help (?) icon.
On the Assistant tab, enter Talk to a human.
Enter a short description of your concern and press Enter.
Select Contact Us to connect with a live support agent.
Choose how you'll want to get in touch with the support.

Start a chat with a support expert.
Get a callback from the next available expert.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

You can also create customized, expert-looking invoices, estimates, and sales receipts with the help of QuickBooks. Scan this article for complete guidelines: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you can manage them if you want changes in the future. Please refer to the Manage Custom fields section: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Keep me posted if you have other concerns about managing your vendor custom fields in QuickBooks Online. We are always ready to help. Take care, and I wish you continued success. Have a great day!

View solution in original post

LollyNino_C · ‎January 29, 2024

We understand how you feel about accessing your vendor custom fields in QuickBooks, and we're here to share an update about this matter, @MariamMeem.

We have an ongoing investigation about this one that our engineering team is still working on a fix. Rest assured that our engineers are aware of this matter and are diligently working on a fix so you can get back to business seamlessly.

You can contact our Customer Support Team to have your name added to the list of affected users and ensure that you receive email updates about the investigation's progress and get notified as soon as it's resolved. You can request that they add your name to the list of individuals affected. Then, provide this investigation number for easy tracking: INV-91114.

Here's how:

Click the Help (?) icon.
On the Assistant tab, enter Talk to a human.
Enter a short description of your concern and press Enter.
Select Contact Us to connect with a live support agent.
Choose how you'll want to get in touch with the support.

Start a chat with a support expert.
Get a callback from the next available expert.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

You can also create customized, expert-looking invoices, estimates, and sales receipts with the help of QuickBooks. Scan this article for complete guidelines: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you can manage them if you want changes in the future. Please refer to the Manage Custom fields section: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Keep me posted if you have other concerns about managing your vendor custom fields in QuickBooks Online. We are always ready to help. Take care, and I wish you continued success. Have a great day!

Coldham · ‎March 21, 2024

Was there a resolution for this issue?

One of the bookkeepers in my firm is having the same issue - when he needs to change the info in a custom field, the information reverts back to what was previously in the field. We have tried to recreate this error by having him log in on my laptop and have not seen the problem when doing so. Is there a fix for this? Thanks.

Coldham · ‎March 21, 2024

Was there a resolution for this issue?

One of the bookkeepers in my firm is having the same issue - when he needs to change the info in a custom field, the information reverts back to what was previously in the field. We have tried to recreate this error by having him log in on my laptop and have not seen the problem when doing so. Is there a fix for this? Thanks.

NinoNorth · ‎March 21, 2024

I understand that accessing custom fields on your QuickBooks Online (QBO) account is important for your bookkeepers, @Coldham.

Our engineers are still currently working on a fix. While we can't provide a specific time frame as to when this issue will be resolved, it's best to contact our support team to get your name added to the list of affected users. No worries, you'll receive updates via email once the resolution is rolled out.

Here's how:

Click the Help (?) icon.
On the Assistant tab, enter Talk to a human. Enter a short description of your concern and press Enter.
Select Contact Us to connect with a live support agent. Choose how you'll want to get in touch with the support.

Start a chat with a support expert.
Get a callback from the next available expert.

For your convenience when contacting our Customer Support. Please ensure to review their support hours to know when agents are available.

You can also create customized and learn more about credit memos, refund receipts, and purchase orders with the help of QuickBooks. Scan this article for complete guidelines:

Feel free to comment below if you need further assistance with your custom field. Have a great day!

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