I have QB Desktop Pro 2019. How do I add the part number and part number type on a Transaction List by Customer?

Hey Tiv. 

I'm happy to help you out so your boss will be happy and you'll look like an expert! What you're going to want to do is create a custom field, to do that follow these steps:

Use custom name fields to track specific customer, vendor and employee info.

1. Select the Customer, Vendor, or Employee menus. Then select Customer Center, Vendor Center, or Employee Center.
2. Double-click any profile on the list to open and edit it.
3. Select the Additional Info tab. Then select Define Fields.
4. Name your custom field in the Label column.
5. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.
   
   
6. Select OK to save the custom field.

Your custom name field now appears in the Additional Info section for the type of people you choose to track.

If you want to create custom item fields you can check out the following link which highlights the steps above as well as how to create item fields and much more. 

If you have any other questions or concerns, feel free to post them here. Thank you and have a nice afternoon. 

Does this put the part number and the part number type into the transaction report?

Hi again Tiv. 

You can add the part number and the and part number type as a custom item following that link I attached here and above. doing so gives you the option to add a number of different headers including an Other category in which you can add a customized category should you not see one you need. 

Please, let me know if you need further clarification and any other help, we're here for you. Thank you and have a nice afternoon. 

I'm still confused. How does making a field in a part number set up allow me to put the type of part number in the Transaction report? How does it know to say it's an inventory part or a service or a non-inventory part? Also, how does a part number get put on the report? From what I'm reading, it seems all I'd be doing is creating a blank field for me to put information in as opposed to the report drawing on information that already exists.

I created a Part Number and a Part Type custom field for the items. I added the two fields to the Transaction report, and both are blank. So how do I tie "part number" with "item" and "part type" with the actual part type that I set up when I created the part number?

Hi there, Tiv.

Although you can add a custom field in the Item List or in the customer's profile, the information will not show in the Transaction List by Customer report. 

For now, the available workaround is to run the Sales by Item Detail report. This report will give you a list of all sales transactions that are sorted out by type (inventory, non-inventory, service, and other charge). Here's how: 

1. Go to the Reports menu, scroll-down to Sales, and then click Sales by Item Detail.
2. Change the report period in the Dates field depending on the dates of the transaction that you want to be part of the report.
3. Click the drop-down list for Sort By and select Type.

You can still export this report to Excel so you can add more columns and customization. Let me share these articles with you to provide more details how the reporting feature works in QuickBooks Desktop:

• Understand Reports
• Set Report Preferences
• Customize Customer, Job, And Sales Reports In QuickBooks Desktop

As always, you can reach out to us again if you need anything else. 

Only I'm not trying to change the invoice setup. I need to put it on the report, and even though I can put in the headers, it pulls a blank column because nothing is attaching my new list item with what I need it to indicate.

Hi there, Tiv.

Since you have already created a Part Number and a Part Type custom field for the items. Then added the two fields to the Transaction report and both are still blank, you'll want to export this report to Excel so you can add more columns and customization including the part number and type.

The exporting feature lets you add columns and this will not only limit to one report. You'll have the option to use any report that you like.

For future reference, you can memorize reports in QuickBooks Desktop to save the new settings.

Keep in touch if you need anything else. I'll be here to help.

It added the columns with the title I created at the top, but the columns were blank. The system didn't populate them with any information.