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Ramm6
Level 2

Custome Fields

Hello!

 

I have recently created a Custome Field associated to Customers to filter the sales by this classification, however the sales report, once this filter is added, only shows the sales made after the classification.

 

What should I do to be able to use this classification on all previous transactions?

 

Thanks in advance!

Solved
Best answer January 18, 2022

Best Answers
AbegailS_
QuickBooks Team

Custome Fields

Hi there, @Ramm6.

 

It's a pleasure to see you here in the Community. I'm here to share some information about the custom field feature. 

 

Currently this feature unavailable. I can see how this additional options and functionality would be helpful for both you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates.

 

Here's how:

  1. Go to the Help menu and select Send Feedback Online.
  2. Click the Product Suggestion from the dropdown menu.
  3. Fill out the on-screen instructions in the QuickBooks Feedback window.
  4. After that, click Send Feedback.

Lastly, you may see this article to know about the new and improved QuickBooks features in QuickBooks Desktop 2022: What’s new in QuickBooks Desktop 2022. This contains insights to help you run your business smoothly.

 

Feel free to leave a comment down below if you have any follow up questions. I'll get back to you right away. Have a wonderful day!

View solution in original post

8 Comments 8
SashaMC
Moderator

Custome Fields

Hello Ramm6,

 

Thank you for joining the QuickBooks Community! Just to clarify are you trying to make a custom field on transactions created prior to the custom field being made? 

 

Please let me know below, so we can get to the bottom of this! I will be look out for you response! Take .

Ramm6
Level 2

Custome Fields

Hello @SashaMC !

 

Thank you very much for reply.

 

I'll tell you a little bit. We have two groups of vendors who have well identified their customers but until now those customers did not have a classification linking them to those two groups. As we wanted to know the sales made by each group, and thinking that the management system were relational database, in the Customer Center we added a Custom Field and we updated it for each customer according to the group of salesmen that attended him. We thought that with this all the sales could be filtered, but this is not the case, only the sales made after the classification. What can we do about this?

 

Thank you and regards!

 

 

Mark_R
Moderator

Custome Fields

Thanks for getting back to us and sharing additional information on your concern, @Ramm6.

 

Allow me to provide information on how custom fields work in QuickBooks Desktop (QBDT).

 

The Custom Fields feature isn't retroactive. Thus, the newly created custom fields will only reflect on future transactions. As an alternative, you'll want to go through each transaction and enter the information in the custom field.

 

You can read this article to learn more about custom fields: Create and use custom fields in QuickBooks Desktop.

 

You might also want to run and customize a report in QuickBooks Desktop. This will help you view all your sales and vendor transactions.

 

If you need more information about custom fields, feel free to comment below. I'm still open to your replies. @Ramm6.

Ramm6
Level 2

Custome Fields

Thank you @Mark_R !

 

Isn't there a way to make a query that will update this information from the customer id and the new custom field information?

 

AbegailS_
QuickBooks Team

Custome Fields

Hi there, @Ramm6.

 

It's a pleasure to see you here in the Community. I'm here to share some information about the custom field feature. 

 

Currently this feature unavailable. I can see how this additional options and functionality would be helpful for both you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded directly to our Product Development Team for consideration in future updates.

 

Here's how:

  1. Go to the Help menu and select Send Feedback Online.
  2. Click the Product Suggestion from the dropdown menu.
  3. Fill out the on-screen instructions in the QuickBooks Feedback window.
  4. After that, click Send Feedback.

Lastly, you may see this article to know about the new and improved QuickBooks features in QuickBooks Desktop 2022: What’s new in QuickBooks Desktop 2022. This contains insights to help you run your business smoothly.

 

Feel free to leave a comment down below if you have any follow up questions. I'll get back to you right away. Have a wonderful day!

Ramm6
Level 2

Custome Fields

Thank you very much, @AbegailS_.

 

I'll make the suggestion where you indicated me.

 

Thanks and have a nice day too! Regards.

JenniferCTP
Level 2

Custome Fields

Hi Mark,

I have QBO Advanced, and Intuit just changed some of my custom fields, retroactively.  I did not do this, and wouldn't know how to do it without editing each bill individually.  I have a custom field to let me know which payment method to use to pay vendors. I have proof of what they used to be because I print an Excel spreadsheet every month that includes the custom field, plus the bank download shows me how they were paid.  Not all have been changed, just some.  They've been changed on old bills, and on the recurring transaction that creates those bills, but not in the area where you edit a vendor's information.  Any idea how or why this happened and how I can make Intuit put themt back the way they were?  

Maybelle_S
QuickBooks Team

Custome Fields

I see a duplicate post about your issue. @JenniferCTP

 

Let me route you to the link of your similar post where my peer responded to your question and provided additional information. Check out this link: https://quickbooks.intuit.com/learn-support/en-us/payments/custom-field-in-recurring-transactions/01...

 

You may also gather more information on how your business is doing by visiting this page about using custom fields in reports.

 

Don't hesitate to post here in the Community if you have further QuickBooks concerns. I'll always be around to help. Take care always.

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