Good morning, I am trying to run a report with a specific field included. I believe it is a custom field we use.
It is on our invoices and it is the "code" field. Our items here are identified by product code. I would like to see what customers received a particular item code. More than one item can be filled by the same code. I can't find a way to do it.
I'm here to provide a way to run a report that includes your custom field in QuickBooks Desktop (QBDT).
There are only some reports that can show custom fields in the program. That may be the reason you're unable to get that particular code information.
Let's pull up the Transaction Detail report and customize it. This way, it'll display the "Code" field and its associated customers. I'll guide you how.
Go to Reports from the top menu.
Select Custom Reports and click Transaction Detail.
Choose Customize Report.
Set the Report Date Range in the Display tab.
In the Columns section, check the Code option.
Go to the Filters tab.
Locate the Transaction Type from the Filter list and choose Invoice.
The screenshot below shows you the last six steps.
Here's the result after customizing the report:
You can also run the Sales by Item Detail report and follow the customization steps I've provided above. Just select Sales from the Reports menu to locate this. Here's how it looks like:
Once done, you can click the Memorize button to save the current customization settings. That way, the reports will be available for future use. For more details, visit this article: Memorizing Reports.
Lastly, can I ask what report did you run to get the "Code" information? Is the custom field on the report empty? It helps me provide further resolution to make sure I've got you covered.
I'll lend a helping hand if you need anything else. Keep safe always, @VenusW.
Thanks for following the resolution shared by my colleague and letting us know the result. Getting the item code to show on the report is my priority.
Before performing any troubleshooting, may I know if you use the custom field on the invoice template or the Define field on the customer’s profile? Also, which specific report did you run? Any additional information shared can help me provide a timely solution to the issue.
If you utilized the Define field, the code should show on the report. It’s a good idea to run the Verify and Rebuild Utility Toolas your primary troubleshooting step with integrity issues in the company file. Allow me to assist you in performing the process.
Navigate to the File menu at the top and select Utilities to choose Rebuild Data.
Click OK when the QuickBooks Desktop information window opens.
Aside from the Transaction List Report by Customer Report, you can also run the Sales by Customer Detail to see the information added to the custom field. Follow the steps below to open it.
Hit the Reports menu at the top and choose Sales to select Sales by Customer Detail.
Click the Customize button to open the Modify Report window.
Tap the Display tab and go to the Columns section to select the custom field. For example Other 1 or Other 2.
Press OK to save the changes.
With the resolution I shared, you'll now be able to see the custom field with the code on the report.
Here's a link that provides information about refining the data shown in the report. It outlines the steps on how to add columns such as Other 1/ 2, and custom fields: Customize reports in QuickBooks Desktop.
Keep me posted if you need further assistance running the tool. I’ll be right here to help and make sure this is taken care of for you.