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August 25, 2022
Question

create custom field in "edit customer" in QB Desktop Accountant 2022

  • August 25, 2022
  • 8 replies
  • 65 views

I want to create a sales report of my customers by county.  I can modify the CUSTOMER INVOICE template to include a county field, but for data entry speed which is mostly all numbers, it slows me down tremendously to type the county on every invoice.

 

Can a custom field be added anywhere in the 'Edit Customer' screen to include the county?  I clicked on define fields in the 'additional info' tab of EDIT CUSTOMER but the sales report would not recognize any sales by county.  I got a zero sales report. 

 

8 replies

QuickBooks Team
August 25, 2022

Hello there, @thomastonmilk. Thank you for the detailed information. I'm here to help.

 

We can pull up and customize the Sales by Customer Detail report if you want an overview of your customer's sales by county. I'll show you how:

 

  1. Go to the Reports menu.
  2. Click Sales and then Sales by Customer Detail.
  3. Select Customize Report.
  4. On the Display tab, from the Columns list, select Name State/Province.
  5. From the Total by dropdown, select Total Only, and on the Sort by dropdown, choose the Name State/Province.
  6. Then select OK to save changes.

 

You can refer to this article for more information and way on how you can easily keep track of your sales and expenses reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

For now, you can't  a custom field be added anywhere in the 'Edit Customer' screen to include the county. However, you can add custom fields to sales forms and reports to focus on the info that matters most to your business. You may visit this article if you have clarification about custom fields: Create and use custom fields in QuickBooks Desktop. 

 

Please check out this article if you want to download reports: Export reports as Excel workbooks in QuickBooks Desktop.

 

If you have clarification or additional information about reports, feel free to post a comment below. I'll be glad to assist you at any time. Keep safe!

September 21, 2022

Hello, this has been the most helpful article so far... However, when I pull two reports for sales tax one shows the billing address and the other shows the shipping address. For sales tax reporting purposes we use the shipping address and there is no distinction between the two in either report. It needs to be organized by county sales for both reports. Help!! 

 

Best,

 

B