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Level 1

How do I add the new Custom Fields I've added to Customer Records into a Custom Report in Quickbooks Online Advanced

How do I add the new Custom Fields I've added to Customer Records into a Custom Report in Quickbooks Online Advanced?

The Custom Fields don't appear in the list of fields that can be selected to add to a Custom Report.

 

2 Comments
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Moderator

How do I add the new Custom Fields I've added to Customer Records into a Custom Report in Quickbooks Online Advanced

Hey there, @aroffeyCISC. Glad to have you here.

 

I recommend getting in touch with our QuickBooks Online Advanced Customer Success Team. They have the tools and resources available to share your screen and walk you through using Custom Fields in reports. Here's how to contact them:

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?) at the top right.
  3. Hit Contact Us to connect with a live support agent.

 

Let me know if you have any other questions. I'll be here to help. Have a great week!

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Level 11

How do I add the new Custom Fields I've added to Customer Records into a Custom Report in Quickbooks Online Advanced

@aroffeyCISC 

 

It depends on the report you're running, custom fields filter report is limited to certain specific reports only. For example, Sales by Customer Detail Report.

 

Run the report and look for "Group by under Rows/Column" header. Only those reports, you should be able to filter it by custom fields. Click Customize and select Filter to customize multiple custom fields.

 

Custom-felds-group-by-report.PNG

 

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