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Level 2

Data in Custom Fields not showing in report

The data from a custom field in a Customer's Information does not show in a Custom Transaction Detail report.  Data I entered previously does show in the report, but the data I entered yesterday does not appear.  I've tried refreshing, restarting, and rebooting but the newest data does not show up in the report.  I'm using Quickbooks Desktop Pro 2017.

Solved
Best answer January 23, 2020

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Highlighted
Level 2

Data in Custom Fields not showing in report

I tried creating an invoice item for one of the customers with missing data and that caused the data to begin to show up in the memorized report.  So this solves my problem. thank you!

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QuickBooks Team

Data in Custom Fields not showing in report

Good morning, @SetonHill.

 

Welcome to Community. I'm happy to assist you with your report.

 

To best assist you, may I ask if you are using a memorized report? Sometimes if our memorized reports are older or over used they can break. Meaning the data will not update even after trying to refresh it. I recommend to create a new Custom Transaction Detail Report and customize it to show the custom fields that you have created for that customer.

 

To help walk you through the steps, here's how to create the report and customize it (I've also included screenshots for a visual reference):

 

1. First, let's go to the Reports menu at the top.

2. Choose Custom Reports, then transaction detail.

 

3. Once the Modify Report box pulls up, scroll through the columns list and click your custom field you have created.

 

 

4. You can also filter out the report to only show the customer you're searching for on the report. Just click the Filters tab.

5. Then search for Name.

 

6. Select OK.

7. Now your report will show your custom field as a column and you can see what was inputted for that field.

 

 

However, if you have completed the steps above and still having issues, I recommend checking the company file for data damage. To do this, you can run a Rebuild and Verify.

 

If you have further questions or concerns, feel free to reach back out anytime. Have a great weekend ahead. Take care!

 

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Community Champion

Data in Custom Fields not showing in report

In order for custom field data to appear on transaction reports, it has to be copied to and saved on the transactions.  Only sales transactions like Invoices and Sales Receipts support custom fields (and PO's.)

 

The values on the customer are default values and won't appear on transaction reports, but they will appear on lists reports, like a customer contact list (after you add the custom fields to the report.)

Highlighted
Level 2

Data in Custom Fields not showing in report

Thanks for the quick response.  I was using a memorized report so I tried creating a new report that matched the memorized one, but I still had the same issue.  I ran a verify and rebuild but that did not solve the problem either.  I do notice that it will pull up the missing data in the custom field if I create a customer contact list report but not when I create a custom transaction detail report.  This does not solve my issues because I need to pull the list based on whether the customer has a specific invoice item.  I thought it may offer a clue to the issue?  thanks for any other ideas you have.

 

Highlighted
Level 2

Data in Custom Fields not showing in report

sorry I didn't see this response before I replied to the previous one.  I understand what you are saying but why does it show some of the data from that custom field in the customer?  Most of the data is there, only what I entered yesterday is missing. Is it because the invoice item was added before the custom field data?  

Highlighted
Level 2

Data in Custom Fields not showing in report

I tried creating an invoice item for one of the customers with missing data and that caused the data to begin to show up in the memorized report.  So this solves my problem. thank you!

View solution in original post

Highlighted
QuickBooks Team

Data in Custom Fields not showing in report

Great to hear , @SetonHill.

 

Feel free to reach back out anytime you need assistance we're always here to help. I wish you and your business the best. Have a great weekend!

 

 

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Level 1

Data in Custom Fields not showing in report

I am having an issue.  I have set up a custom customer field for square feet.  I run a transaction detail report or sales report by customer type and add the custom field to the report.  On some customers the data shows up but on others it does not but the data is enter in QB. Help.

 

Highlighted
QuickBooks Team

Data in Custom Fields not showing in report

Hi there, @bbruce.


Let's update the maintenance release to keep your software up-to-date to have the latest features and fixes.

 

  1. Open QuickBooks Desktop.
  2. Press F2 (or Ctrl+1) to open the Product Information window.
  3. Check your current version.
  4. Go to the Help menu and select Update QuickBooks Desktop.
  5. Click  Update Now tab.
  6. Select Get Updates to start the download.

 

Once done, you can run verify and rebuild to identifies the most commonly known data issues within a company file. Refer to this link for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

 

Please get back here in case you need more help. I'm always around to help! Take care!

Highlighted
Level 1

Data in Custom Fields not showing in report

We have Enterprise.  Also, I have already verified and rebuilt data.  We have not installed the update release that just came out yet.  

Highlighted
Level 1

Data in Custom Fields not showing in report

We are running Enterprise.  We have already done a verify and rebuild.  We have installed the update that just came out. Do they have a patch for my issue in it?

 

Thanks.

 

Highlighted
QuickBooks Team

Data in Custom Fields not showing in report

We have added some patches in the update to fix different issues, Bbruce.
 

We can run the transaction detail report or sales report by customer type to check if your issue is fixed by updating the software. 

 

Although, if you're still encountering the same issue, let's repair QuickBooks. This fixes program-related issues. 

 

Before doing the process, let's create a backup copy of your file to avoid data loss. 

 

Now, let's go ahead and repair the software. Here's how:

  1. Click the Start or Windows menu.
  2. Go to Control Panel.
  3. Click Programs and Features.
  4. Select QuickBooks, then click Uninstall/Change.
  5. Click Continue, then Next.
  6. Select Repair, then Next.
  7. Wait for the repair to complete, then click Finish.
  8. Restart your computer if prompted. 

Then, check the report again.

 

Get back to this thread if you need more help. We're just around to assist you. 

Highlighted
Level 1

Data in Custom Fields not showing in report

I'm using quickbooks premier Edition 2019  

 

My report shows columns for the field option 1 and my custom field salutation.  

 

Neither shows any data in those columns.

 

I have verified my data and rebuilt my data

 

Any other suggestions to get the data to appear on the reports?

Highlighted
QuickBooks Team

Data in Custom Fields not showing in report

Thanks for posting in the Community, @Camel.

 

Allow me to share insights about the data not showing in the custom fields and help you from there.

 

The possible reason why no data is showing on the column field is that the transaction on the report is empty. To see them, they have to be linked to the transactions in the Type column.

 

Only sales transactions like Invoices and Sales receipts support custom field entry. To get the custom field to show on your report, you need to customize your Invoice and Sales Receipt. Here's how:

 

  1. From the Customers menu select Create Invoice.
  2. Select Customize Data Layout.
  3. Click on the Columns tab.
  4. Find the item you need to appear and check the box under the screen.
  5. Click OK.

 

For Sales Receipts, click the Formatting tab at the top of the screen and then follow the steps listed above.

 

However, if the issue persists, let's download and install the QuickBooks Tools Hub it helps fix common errors, here's how:

 

  1. Close QuickBooks.
  2. Download the QuickBooks Tool Hub file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub. If you can't find the icon, search in Windows for QuickBooks Tool Hub and select the program.

Then, run a quick repair on your program:

 

  1. In the QuickBooks Tools Hub, select Program Problems.
  2. Select Quick Fix my Program.
  3. Start QuickBooks and open your data file.

For additional information on how to customized reports in QBDT, you can check this article:  Customize reports in QuickBooks Desktop. This also contains steps to create a summary and detailed reports and setting up scheduled reports.

 

Lastly, I've added this article Understand reports it provides steps on how to generates reports and to see different available reports in QuickBooks Desktop.

 

Stay in touch with me if you any other questions by adding a comment below. I'm always here for you. Enjoy the rest of your day!

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