LIMITED TIME 90% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
JM952
Level 2

Custom Report that shows transactions with Customer First Name and Last Name columns

I created a custom transaction report to show all Sale Receipts for a period.  For the display, I chose the fields "First Name" and "Last Name", presumably from the customer file.  All of my customer records have those fields filled in, but the report does not pull up that data.  The field 'Name Contact' also does not appear on the report. Where is that field in the Customer address Info tab?

2 Comments 2
ZackE
Moderator

Custom Report that shows transactions with Customer First Name and Last Name columns

Thanks for reaching out to the Community, JM952.

 

I can certainly understand how an ability to separate customer names into two columns (one for their first names and another for their last names) could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while using QuickBooks.

 

Here's how:

  1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
  3. Enter any suggestions/feedback in the Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

As a workaround, you can export the report and further customize it outside of your books.

 

I'll be here to help if there's any questions. Have a lovely day!

BigRedConsulting
Community Champion

Custom Report that shows transactions with Customer First Name and Last Name columns

It appears that these fields were added recently by the Payroll team to support the 'state mandated retirement' reports for Illinois, California, and Oregon.

 

However, the did it in such a (lame) way that the fields only work for those specific reports. I'd call that a bug, more or less. At the least it's a really a really lazy implementation by, I suppose, a company that just doesn't really care to do it right.

 

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us