create custom field in "edit customer" in QB Desktop Accountant 2022

Hello there, @thomastonmilk. Thank you for the detailed information. I'm here to help.

We can pull up and customize the Sales by Customer Detail report if you want an overview of your customer's sales by county. I'll show you how:

1. Go to the Reports menu.
2. Click Sales and then Sales by Customer Detail.
3. Select Customize Report.
4. On the Display tab, from the Columns list, select Name State/Province.
5. From the Total by dropdown, select Total Only, and on the Sort by dropdown, choose the Name State/Province.
6. Then select OK to save changes.

You can refer to this article for more information and way on how you can easily keep track of your sales and expenses reports: Customize customer, job, and sales reports in QuickBooks Desktop.

For now, you can't  a custom field be added anywhere in the 'Edit Customer' screen to include the county. However, you can add custom fields to sales forms and reports to focus on the info that matters most to your business. You may visit this article if you have clarification about custom fields: Create and use custom fields in QuickBooks Desktop. 

Please check out this article if you want to download reports: Export reports as Excel workbooks in QuickBooks Desktop.

If you have clarification or additional information about reports, feel free to post a comment below. I'll be glad to assist you at any time. Keep safe!

Thank you for your help.  But for my report to pull the county, QB first has to know the county and there's nowhere in the edit customer screen to put their county.  I tried what you said, I couldn't find Name State/Province in that columns list.  I even have 'county' listed as an option in the columns list but it doesn't pull up those sales I entered the county on in the edit customer screen. It gives me zero on the report when I clearly have sales.  Do you have any other suggestions?  I wish there was a way to create another field for county in the edit customer screen because having it in the custom fields does not work.  See the attached photo for where I put the county.

Thanks for reaching out to us about adding a field for your county in  QuickBooks Desktop, @thomastonmilk,

I can walk you through the steps with creating a custom field called County and add them on your sales templates. This way it's easier to track them when pulling up transaction or financial reports. Follow the steps according to the order shown:

Create a Custom Field for County:

1. Go to the Customer or Vendor Center from the top toolbar.
2. From the list, double-click the name you want to add the country field.
3. On their profile, go to the Additional Info section, then tap the Define Fields button.
   
4. On an empty field, add County as Label. Don't forget to mark the Cust, Vend, Empl, Trans and List boxes.
5. In the What kind of data column, select Edit multi-choice list.
6. Add each county on a separate line.
   
7. Press OK when done.
8. Go back to the Additional Info tab and pick the customer or vendor's country then OK.
   

Add the field on your transaction templates:

1. Go to the Lists menu at the top then select Templates.
2. Double-click the template and use the Additional Customization option.
   
3. Find the County field and mark Columns and Prog Cols boxes.
   
4. Click on OK.

Assign the county to the transaction:

1. Open any sales transactions then select the correct template at the top.
2. Make sure the correct county is selected.
   

Run your reports showing which county they are for:

1. Go to the Reports menu and pick the report you need.
2. Click on the Customize Report button the go to the Display tab.
3. On the columns section, mark County.
   
4. Press OK.

If you have any questions or clarifications with the steps, let me know in the comment section. I'll be more than glad to share additional insights and help.

This is wonderfully explained. Thank you!  I'm stumped though at the part where I choose "what kind of data" column.  That column is not on my software.  How do I get that option?  I'm using Quickbooks Desktop accountant 2022.

Good evening, @thomastonmilk. 

Thanks for coming back on this thread. 

To clarify, can you provide me with a screenshot of the options you do have when going through steps 4 and 5 from above? 

This will help me determine why you're not seeing this in your account and what solution would be best for your business. I'll be back around shortly! 

The screenshot is very helpful, thomastonmilk.

The What kind of data? column is only available in QuickBooks Enterprise. This is why you can't see it when adding a custom field.

If you'd want to add preset data fields using this column, I'd suggest upgrading to the Enterprise version.

Otherwise, you can export any sales reports to Excel. Then, add the country details from there. To learn more, please see this article: Take your Data out of QuickBooks.

Additionally, I've added these articles that'll help you customize reports in QuickBooks to fit your style and business needs:

• Set Report Preferences
• Customize Reports in QuickBooks

Please let us know if you have other info that you'd want to add to your QuickBooks report. We're always here to assist you.

Hello, this has been the most helpful article so far... However, when I pull two reports for sales tax one shows the billing address and the other shows the shipping address. For sales tax reporting purposes we use the shipping address and there is no distinction between the two in either report. It needs to be organized by county sales for both reports. Help!! 

Best,

B