Custom Fields Not Working Pick List

tramach · ‎November 22, 2022

We are working QBES 21. We have created 3 custom fields on inventory items and enabled them on the pick list template.

We followed the instructions here:

https://quickbooks.intuit.com/learn-support/en-us/help-article/customize-forms/create-use-custom-fie...

However, when we print a pick list template, those fields are not populating with data. The form is the correct template, but those columns are blank. Are we missing additional steps?

SashaMC · ‎November 22, 2022

Hello tramach,

Thank you for reaching out to the QuickBooks Community! The reason why the fields aren't populating is that the pick list template cannot be customized to add those fields. The only templates that can be customized to do things of that nature are:

Sales receipts
Invoices
Estimates
Statements
Purchase orders
Bill payment stubs

To learn more about customizing form templates, this is an excellent resource.

Use and customize form templates in QuickBooks Desktop.

I've sent this feature request to our Product Enhancement Team, though, because I do see the benefit of having this. I'm including the steps below on how you can also send your suggestion/feedback:

Click the Help tab at the top menu bar.
Select Send Feedback Online.
Click Product Suggestion.

I'm a post away if you have any questions. You can reach out to me by posting a response below. Take are!

View solution in original post

SashaMC · ‎November 22, 2022

Hello tramach,

Thank you for reaching out to the QuickBooks Community! The reason why the fields aren't populating is that the pick list template cannot be customized to add those fields. The only templates that can be customized to do things of that nature are:

Sales receipts
Invoices
Estimates
Statements
Purchase orders
Bill payment stubs

To learn more about customizing form templates, this is an excellent resource.

Use and customize form templates in QuickBooks Desktop.

I've sent this feature request to our Product Enhancement Team, though, because I do see the benefit of having this. I'm including the steps below on how you can also send your suggestion/feedback:

Click the Help tab at the top menu bar.
Select Send Feedback Online.
Click Product Suggestion.

I'm a post away if you have any questions. You can reach out to me by posting a response below. Take are!

tramach · ‎November 30, 2022

Thank you for this information. It's good to know why the custom fields do not show on the pick list. We will just have to print both a pick list and another form that shows those fields.

ZackE · ‎November 30, 2022

Thanks for following up with the Community, tramach.

I'm happy to hear Sasha_MC was able to help with your inquiry about custom fields.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a wonderful day!

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Custom Fields Not Working Pick List