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 .

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!

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.

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?

Thank you very much, @AbegailS_.

I'll make the suggestion where you indicated me.

Thanks and have a nice day too! Regards.

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?  

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.