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Best answer June 01, 2020
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Thanks for adding more details, tnelson75.
Yes, you’re correct. The county will only show on the job level and not on the customer name. If you recently added the county field, the changes only apply to the current transactions.
As a workaround, we’ll have to toggle the name listed in the Customer: Job field to another one and then enter the correct job. This way, all previous transactions will be associated with the county it belongs to.
You'll have to perform the steps one at a time for each job level. Here's how to update the entries:
- Go to Customers at the top menu bar to select the Customer Center.
- Tap the Transactions tab on the left panel.
- From the list, choose the transaction you’re working and then double-click on it to see more details.
- In the CUSTOMER: JOB drop-down, select another customer and then hit the Save icon at the top bar.
- Click Yes to confirm the action.
- On the same entry, click the Customer: Job drop-down to choose the correct job/customer.
- Hit the Save icon and Yes to confirm the process.
After performing these steps, the transaction is now tracked to the county.
For additional resources, let me share the Understand reports guide. It provides an overview of how QuickBooks builds the data on a report.
Let me know if you have any other concerns or questions. I’ll be right here to answer them for you. Have a great rest of the day.
Hi and thank you for the screenshot, tnelson75,
Great job for manually exporting your reports to Excel. It's the current workaround to track the information needed for your business.
The custom field will work on both the customer and the job level. See the attached screenshot below for your visual guide.
Check out these handy articles for more details about personalizing your statements:
Stay in touch whenever you need additional information. I'm always around to help.
Thank you and stay safe!
Thanks for adding more details, tnelson75.
Yes, you’re correct. The county will only show on the job level and not on the customer name. If you recently added the county field, the changes only apply to the current transactions.
As a workaround, we’ll have to toggle the name listed in the Customer: Job field to another one and then enter the correct job. This way, all previous transactions will be associated with the county it belongs to.
You'll have to perform the steps one at a time for each job level. Here's how to update the entries:
- Go to Customers at the top menu bar to select the Customer Center.
- Tap the Transactions tab on the left panel.
- From the list, choose the transaction you’re working and then double-click on it to see more details.
- In the CUSTOMER: JOB drop-down, select another customer and then hit the Save icon at the top bar.
- Click Yes to confirm the action.
- On the same entry, click the Customer: Job drop-down to choose the correct job/customer.
- Hit the Save icon and Yes to confirm the process.
After performing these steps, the transaction is now tracked to the county.
For additional resources, let me share the Understand reports guide. It provides an overview of how QuickBooks builds the data on a report.
Let me know if you have any other concerns or questions. I’ll be right here to answer them for you. Have a great rest of the day.
Welcome to the Community.
Thanks for joining this thread. I can provide clarifications about adding custom fields on invoices.
Yes, the tailored fields automatically apply to new invoices. To associate the past entries with the custom fields, manually open each one and select the proper template.
The defined-fields will not show on the report if they’re added as columns on an invoice. Add them to the customer’s profile so they'll appear on the statement.
Here's how:
- Go to the Customers menu at the top to choose the Customer Center.
- In the Customers & Jobs tab, right-click beside the customer's name to access its profile.
- Tap the Additional Info menu on the left panel to choose the Define Fields button.
- In the Set up Custom Fields for Names window, enter a term that will identify the field.
- Click OK to save the changes.
The newly created custom field will show on the Invoice's page. From there, manually enter the information you want to appear on the transaction.
For additional information, check out the Create and use custom fields in QuickBooks Desktop article. It provides an overview of how to track custom name and item fields.
Let me know if you need assistance while working in QuickBooks. I’ll pop right back in to assist further. Enjoy the rest of the day.
