custom fields & Spreadsheet Sync

Andriy_go4CFO · ‎July 01, 2023

I've added a Custom Field to Customers dictionary, but i don't see it in reports in Spreadsheet Sync and Power bi.

ReymondO · ‎July 01, 2023

Hi there.

I'd be glad to share insights about the custom fields feature in QuickBooks Online Advanced.

Once you add a custom field in the customer's profile, this will only show in QuickBooks and won't apply on Spreadsheet Sync and Power bi. This is the reason why it's not showing on the reports when syncing your data.

I suggest sending this suggestion to our developers. This way, they can review your request and help improve the product. Simply follow these steps to send your feedback:

Select the Gear icon at the top and click Feedback.
Enter your comments or product suggestions. Then, select Next to submit feedback.

You can also track feature requests through the QuickBooks Online Feature Requests website.

Also, check out this article as your reference to guide you in resolving common errors when using Spreadsheet Sync: Spreadsheet Sync troubleshooting. Please know that this is intended for QBO US, but it can still be applied to your region.

By the way, I noticed that your Community username appears to contain your company ID, and I wanted to bring this to your attention for security reasons. You'll want to consider updating it to something that doesn't directly reveal personal or identifiable information. This helps protect your account from potential unauthorized access and safeguards your privacy.

Please know that I am here to support you every step of the way. Don't hesitate to reach out to me if you have any further questions or concerns.

View solution in original post

ReymondO · ‎July 01, 2023

Hi there.

I'd be glad to share insights about the custom fields feature in QuickBooks Online Advanced.

Once you add a custom field in the customer's profile, this will only show in QuickBooks and won't apply on Spreadsheet Sync and Power bi. This is the reason why it's not showing on the reports when syncing your data.

I suggest sending this suggestion to our developers. This way, they can review your request and help improve the product. Simply follow these steps to send your feedback:

Select the Gear icon at the top and click Feedback.
Enter your comments or product suggestions. Then, select Next to submit feedback.

You can also track feature requests through the QuickBooks Online Feature Requests website.

Also, check out this article as your reference to guide you in resolving common errors when using Spreadsheet Sync: Spreadsheet Sync troubleshooting. Please know that this is intended for QBO US, but it can still be applied to your region.

By the way, I noticed that your Community username appears to contain your company ID, and I wanted to bring this to your attention for security reasons. You'll want to consider updating it to something that doesn't directly reveal personal or identifiable information. This helps protect your account from potential unauthorized access and safeguards your privacy.

Please know that I am here to support you every step of the way. Don't hesitate to reach out to me if you have any further questions or concerns.

Andriy_go4CFO · ‎July 02, 2023

Thanks for your reply.

Could you please clarify as to "Select the Gear icon at the top and click Feedback." - at the top of what)?

JessT · ‎July 02, 2023

Hello!

Let me continue to help you. The Gear icon is located in the upper right-hand corner. You can refer to the screenshot below.

If there's anything that we can help you from here, please don't hesitate to reply on this post. Take care and enjoy your day!

Andriy_go4CFO · ‎July 02, 2023

Hi Reymond again,

as to changing my user name - i exploted Manage account setting - and i didn't find how to change it. In my main QB interface the program calls me Andriy. So where i can replace this number?

Rea_M · ‎July 02, 2023

Hello there.

I want to ensure you're able to change your username in QuickBooks. Therefore, I would like to ask which area of the platform would you like to change your username. Is it the QuickBooks Community? Any additional details will help me provide the appropriate resolution for your issue.

Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care and stay safe!

Andriy_go4CFO · ‎July 07, 2023

hi , in community

thanks!

KlentB · ‎July 07, 2023

Safeguarding your personal data is essential in today's digital landscape, Andriy.

When choosing a username, ensure that it doesn't directly disclose identifiable information. This precautionary measure enhances the overall security of your account.

Furthermore, note that your username must be at least two characters long. You can use letters, numbers, dashes, and underscore. I'll be glad to walk you through the steps in updating it:

Click your Community profile.
Select the Edit option.
Head to the Username tab, then modify the details.
Hit Change username to confirm the action.

We have compiled a selection of articles to help users easily manage their accounting activities. Our Online Resources Hub covers various topics such as taxes, payroll, inventory, and cash flow management.

Should you have any follow-up questions or require additional assistance in completing your tasks, feel free to tag me below. I'm here to support you every step of the way.