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Join nowi hope anyone can help me with this, basically i create customs fields for use in vendors transacctions
Tis is the fields configuration.
I create a report for transactions of payments for vendors with this columns custom fields as you can see in the next picture, but not shows any data on the custom fields.
Please help me with this. Thank you for your assistance.
Have you run the verify/rebuild data tool?
I appreciate the screenshots you've provided, asolano.
This may be caused by a corrupted file. Let's run the Verify Rebuild Utility Tool in QuickBooks Desktop to detect the damaged data. Here's how:
Once done, pull up the report again to check the figures on the custom fields you've created.
You can also check this reference on how to fix data damage on your QuickBooks Desktop company.
Keep me posted with the results. I want to make sure everything is taken care of for you.
Thanks Glinette, i do the process of verify and find some errores, so as you recomend i do the rebuild, after the process rebuid finish i run the report without sucess, the custom fields not show any data, attach i send the log of the errors in pdf file if you can see somthing, this is the report after the rebuid, not shows data.
Yes, right now as recommended i do the rebuid, without success, the report shows the custom field empty
Install the trial license of QBES 2020, open your data file on it, and run the report. Make sure to secure a backup file prior to proceed.
After install the trial and upgrade the company the report don't show any data in the custom fields. can Quickbook do this or not? i have other options?
There some expert available that can help me by phone or remote with this issue?
For the last troubslehoot, create a backup file (QBB) of your data on QB 2020, restore it with another new name, and run the report again.
Thank you for posting here in the Community, @asolano.
Let me share some information about contacting QuickBooks experts.
Yes, we currently have the QuickBooks Support Team you need to further help with the custom fields. They have the required tools to perform a remote session with you in a more secure space.
However, please be aware that due to the COVID19 situation, we are currently experiencing staffing challenges. The wait times for a response may be longer than usual.
Since you've already tried running the Verify Rebuild Utility, I suggest you proceed with contacting them through these steps:
I've attached some links below for your reference about customizing vendor reports: Customize vendor reports.
I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.
This is normal behavior, unfortunately. Which Intuit reps should be well aware of.
Custom field data will only appear on transaction-based reports if the values are copied to the transactions, such as on sales like invoices and sales receipts.
The only Vendor transaction where this will be the case is a Purchase Order.
Other transactions don't have any provision for custom fields and so they won't appear in reports.
This is the first time I have seen someone say that it should work on a report generating data from P.O.s.
I am having the same issue on my purchase order report. Do you have any tips as to why the data in the custom fields is not populating?
Thanks for posting here in the QuickBooks Community, @BMead,
Custom fields should appear even in purchase order reports. See these snapshots:
Please note that transactions prior to creating the custom field will show a blank field on reports. To update every entry, open the P.O. one at a time and toggle the vendor name. Select another vendor on the purchase order then put back the original name.
Once done, save the changes and the custom field should appear on the report.
Let me know once you've tried it. I'll be right here if you have any questions about reports. Have a good one!
Thank you, but I needed to view all purchase orders for a given time period, not just the ones that are open.
The Custom Transaction Detail Report defaults to posting transactions only and you have to use the Posting Status filter to be able to see non-posting transactions in the report.
Glad to have yo back, @BMead,
Modifying a Custom Transaction Detail Report is one option to get a list of complete or open purchase orders. However, I have a suggestion to save your time from applying filters on the report.
Follow the steps below:
I'm adding this article for additional tips on how to customize a report: Customize reports in QuickBooks Desktop
If you need anything else, let me know in the comment. I'll be happy to help you further with reports and other topics in QuickBooks.
This does not work. This was the first way that I tried to pull up the report because it IS easier but the data does not populate in the custom fields. That is why I used the Custom Transaction Report instead.
Thanks for sharing the method that works for you, @BMead.
I can see that you were able to locate the things you need to see using the Custom Transaction Report. The report showed by my colleague can be done by cutomizing or adding filter on it. I'd also suggest to use All Transactions by (Vendor) Report and filter the Transaction Type to Purchase order. This way you can see all the Purchased Orders even if it's closed.
This is how it should look:
I've added this article for your future reference if you need to do some modifications with the Reports that aren't available in QuickBooks Desktop: Export reports as Excel workbooks in QuickBooks Desktop.
You can always tag my name in the comment section below if you have other questions or concerns. I'm here to help you further. Take care.
Hello,
Thank you for letting me know the way you would do it. I do not think I will attempt it because it has a lot of extra steps and filters than the custom report I have used.
Your colleague's solution simply does not work because the Purchase Orders for All Vendors report is a summary and not a detailed report of each line item on the P.O. and therefore, will not turn over the custom field data that we are trying to generate like the Custom Transaction Detail Report generates perfectly. If there are additional filters that they did not mention to make this report work for this purpose I would love to hear them.
Please see a screenshot of the data both reports generate below. The left report (Custom Transaction Detail Report) generates the custom field data under P.O. #4890 and 4892, dated 7/29/20 and 8/4/20, respectively. The right report (Purchase Orders for All Vendors) was generated as instructed by your colleague. As you can see the same P.O. s on the report but they do not generate any data from the custom fields.
Thank you both for all your help! This was a great learning experience for everyone.
RE: I am having the same issue on my purchase order report. Do you have any tips as to why the data in the custom fields is not populating?
Do you mean you're looking at a PO and the data is there but it doesn't show up on reports? That would be unexpected.
If you are trying to get the data to show up on reports where it isn't entered on the PO's, that won't work. Unfortunately QuickBooks doesn't to the obvious thing and give an option to show the custom field values from name and item records. It will only include values actually saved on transactions.
No, the data was not there because the report only shows the P.O. as one line and not each line item on the P.O. which is where the custom field data is stored. So, if you look at the report that only has one line item for the P.O. the custom field will not populate because there is nothing to populate.
Sorry, I do not know how to get the attachment as a screenshot so that you can see it without downloading.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.