How to include Invoice "Other" Field in Transaction Detail Reports?

Sorry,

I cannot see any "Expand" button over my report. I only see a "Customize Report" button and when I click on it I have the column selection where I'm not able to find the "Other" field I'm looking for. Please see attached screenshot

Thanks

Thank you,

this is a good workaround and I'm going to implement it.

Hello:

Im facing the same need, i need to pull the info on the "Other Field" into Reports. Please some help.

Best Regards.

Hi, cdwholesal.

What you can do is create a custom field, and then you can include it on your Transaction Detail Reports. This is the workaround sense QuickBooks Desktop itself doesn't have an option to pull information from the "Other" field on invoices

Here's how to create a custom field:
1. In the menu bar at the top, select Customers, then Customer Center.
2. Choose the profile you want to edit.
3. Go to the Additional Info tab, then to Define Details.
4. Give it a title in the Label column.
5. In the Use For area, click the option to add it to customer, vendor, or employee profiles.
6. Select Ok to save.

Once you've done this, the custom name field you created will appear in the Additional Info section, and you should be able to pull information from this field into your reports.

If I can assist in any other way, just let me know.

Hi Jess,

I need exactly the same. I found out the Quickbooks is very limited on report creating and merging.

IS there a particular reason we cannot incorporate headers in the report?  It would be very helpful, so we can merge several other documents together without using excel and manual data entry.

Thank you

Yana

Hello, @Yana0505.

I understand the importance of this feature for you and your business. I'll also take note of this and pass along the suggestion to our product engineers. This way, they'll be able to know what our customers needed and might consider the feature in the coming updates.

Also, you can visit this page, to stay current with the latest product updates.

Post again if you have any other questions. I'm always here to help. Have a great day!

I have the same issue. I need to include the data from the other field which I have renamed Tracking Number into reports. 

That way i can see if an order has been shipped or if I have missed entering in the tracking number.

It has been two years without any improvements in this area.

Thank you for joining the thread, @GeneM.

For now, there is no specific timeline as to when this feature will be available in QuickBooks Desktop (QBDT).

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

Also, added features are based on the number of requests sent from our customers. If you haven't sent anything yet, I'd recommend doing so.

Here's how:

1. Go to the Help menu and select Send Feedback Online.
2. Click Product Suggestion.
3. Enter your suggestions, then fill in the rest of the information.
4. Select Send Feedback and click Close Window.

Additionally, you can follow the recommended steps that were shared by Anonymous above. This way, you can view the custom field on your transaction reports.

You can also visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

Thank you. I have tried this before without result. Either my ideas are ridiculous or waaaay down the list.

So I would like to have the ability to include the OTHER (renamed tracking) field as a column in a report.

Also, many businesses use order fulfilment centers to pick, pack and send orders. I would be great to be able to email a packing slip directly from the invoice rather than printing it to pdf in a file and then sending via email. Would save me a lot of time

I know that the "Other" header field can't be included in reports but what table holds this information and can that table be accessed via the SDK, QuickBooks Web Connector or some other method of accessing the table data so the data in this field can be copied into a workaround field? I can implement the workaround but I need the historical data as well. So if I can do a one time copy of the historical data into a workaround field then that solves my problem.

We're taking note of your feedback and suggestion, @BizBuilderz.

At this time, there isn't a way to do a one-time copy of the historical data into a workaround field.

I understand that this option is beneficial to you and your business to resolve your problem. For now, I'd suggest submitting feedback to our product engineers. They may look into this suggestion and consider adding this option in future updates. To submit feedback, you can go to the Help menu and select Send Feedback Online. Then, choose Product Suggestions and enter your feedback.

You may also want to visit our feedback forum to check the recent updates made in QuickBooks.

Please know that the Community forum is always open if you need further assistance with QuickBooks Desktop. Have a good one.

We don't invoice in a conventional way and I am already utilizing ALL of my allotted custom fields for all the details and nuances I have to track for each of our customers. Using the "Other" field for a detail that changes every time I invoice is the best use of that field for me. Not having it available on a report is a big PITA.

This message string has been going on for years, but QB doesn't want to change QBDT. Their focus is on QBO. I used to send all my suggestions and reports after crashes but nothing ever changes except for the loss of product support so you have to buy or "rent" the next version. They only want to use your data for their purposes and bleed you dry on a monthly basis. I used to LOVE and RECOMMEND QB to everyone. I even used it to run my personal finances - not anymore! Way to ruin a great product, so sad

Transaction Pro Export will let you export the invoices table so you can run reports using data in the "Other" field in Excel.

I use Transaction Pro Exporter to export the invoices table to Excel and then I run custom reports using the "Other" field.