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tnelson75
June 1, 2020
Solved

Custom Fields

  • June 1, 2020
  • 1 reply
  • 1 view

I'm trying to create a list of AR Aging with County so we can simplify our collections.

I have a custom field called "County". It's working on a job level, but not a customer level. I need it to work on both because we have some customers that never had a job created in our job management system. 

Any ideas on what else I can do? Currently I have to manually track this information in Excel and it'd be so much better if I could just export it. 


Best answer by Rasa-LilaM

Thanks for adding more details, tnelson75.


Yes, you’re correct. The county will only show on the job level and not on the customer name. If you recently added the county field, the changes only apply to the current transactions.


As a workaround, we’ll have to toggle the name listed in the Customer: Job field to another one and then enter the correct job. This way, all previous transactions will be associated with the county it belongs to.

 

You'll have to perform the steps one at a time for each job level. Here's how to update the entries:

 

  1. Go to Customers at the top menu bar to select the Customer Center.
  2. Tap the Transactions tab on the left panel.
  3. From the list, choose the transaction you’re working and then double-click on it to see more details.
  4. In the CUSTOMER: JOB drop-down, select another customer and then hit the Save icon at the top bar.

  5. Click Yes to confirm the action.
  6. On the same entry, click the Customer: Job drop-down to choose the correct job/customer.
  7. Hit the Save icon and Yes to confirm the process.

After performing these steps, the transaction is now tracked to the county.

For additional resources, let me share the Understand reports guide. It provides an overview of how QuickBooks builds the data on a report.


Let me know if you have any other concerns or questions. I’ll be right here to answer them for you. Have a great rest of the day.

1 reply

MaryLandT
MaryLandT
Level 10
June 1, 2020

Hi and thank you for the screenshot, tnelson75,

 

Great job for manually exporting your reports to Excel. It's the current workaround to track the information needed for your business.

 

The custom field will work on both the customer and the job level. See the attached screenshot below for your visual guide.

 

Check out these handy articles for more details about personalizing your statements:

Stay in touch whenever you need additional information. I'm always around to help.

 

Thank you and stay safe!

    T
    tnelson75Author
    June 1, 2020

    To clarify - the county will ONLY show up on the job level, not the customer level? Even if there are transactions on the customer level? 

    Also, if a transaction has been posted prior to the county being added, the county is not showing up. Am I correct in understand that they cannot be applied retroactively as well? 

    R
    Rasa-LilaMQuickBooks TeamAnswer
    QuickBooks Team
    June 1, 2020

    Thanks for adding more details, tnelson75.


    Yes, you’re correct. The county will only show on the job level and not on the customer name. If you recently added the county field, the changes only apply to the current transactions.


    As a workaround, we’ll have to toggle the name listed in the Customer: Job field to another one and then enter the correct job. This way, all previous transactions will be associated with the county it belongs to.

     

    You'll have to perform the steps one at a time for each job level. Here's how to update the entries:

     

    1. Go to Customers at the top menu bar to select the Customer Center.
    2. Tap the Transactions tab on the left panel.
    3. From the list, choose the transaction you’re working and then double-click on it to see more details.
    4. In the CUSTOMER: JOB drop-down, select another customer and then hit the Save icon at the top bar.

    5. Click Yes to confirm the action.
    6. On the same entry, click the Customer: Job drop-down to choose the correct job/customer.
    7. Hit the Save icon and Yes to confirm the process.

    After performing these steps, the transaction is now tracked to the county.

    For additional resources, let me share the Understand reports guide. It provides an overview of how QuickBooks builds the data on a report.


    Let me know if you have any other concerns or questions. I’ll be right here to answer them for you. Have a great rest of the day.

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