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businesscycle
Level 3

Custom Fields Reports

I've converted both my own Accounting QBO and a client's simple start QBO from tags to custom fields.

1. The custom fields should be available in deposits.

2. I can't pull a PL report filtered by custom fields. Not in the accounting QBO and not in a client's simple start QBO. How do I do this? The filter doesn't show the new tag custom filed I created. and I need the PL report, since I have both income and expenses associated with this tag custom field.

1 Comment 1
Tori B
QuickBooks Team

Custom Fields Reports

Good morning, @businesscycle

 

How are you doing today? I hope all is well. 

 

Using custom fields in reports is only available in QuickBooks Online Advanced. If you'd like to check on upgrading a subscription, please use the link I'm including below to connect with our Customer Care Team. From there, one of our agents can go over pricing and features. 

 

 

I'm also including our guide to use custom fields in reports if you may need it in the future: Use Custom Fields in Reports in QuickBooks Online Advanced.

 

Please don't hesitate to let me know if there is anything else I can assist you with. Take care! 

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