customized reports -copy information into another column

Hey there, Martinh.

Thanks for dropping by the Community. If you're looking to Copy and Paste information into another field within your customized report all you have to do is click and highlight what you want to copy and hit Ctrl+Alt+Y and to paste it you hit Ctrl+Alt+V. Note: This feature is only available in QuickBooks 2018 and later. 

Here is a link to to all keyboard shortcuts in QuickBooks Desktop. 

If you have any other questions, feel free to post here anytime. Thank you for your time and have a nice afternoon. 

Hi Nick,

Sorry, I have probably not been clear enough. The adaptor downloads orders into QB . The download includes all of the delivery details (Name, address 1, address 2, address 3, city, state, zip) . I know that because I can see it on the Sales orders. 

However when I run a customized report to extract this information :

• the name appears in the column 'ship to address 1, 
• Address 1 on the sales order appears as Ship to address 2
• City , state and zip all appear in the correct ship to columns.

That leaves address 3 which I know has been downloaded (because I can see it on the sales order in QB).

My question was as it is there in QB can it be copied (copied rather than changed as it still needs to be on the order) to another column in the QB customized report for example 'other 1' or 'other 2'

Thanks 

Hello there, @Martinh.

You can manually copy the sales order information on the field and paste it. This way, the correct details appear in the report. Let me guide you through the steps so you can get started on how to edit the transaction.

1. Go to Customers at the top menu bar, then Customer Center.
2. Single-click the customer whom the sales order is for.
3. Double-click to open the sales order from the Transactions tab.
4. From the Main menu, click the Mark as Open icon. This will re-open the closed SO.
5. Then copy and paste the correct information on the transaction.

Here's a great article that will guide you through the steps on how to reopen SO's in QBO: Some Sales Orders or Estimates may be incorrectly marked as closed.

Learn more about customizing reports in QuickBooks Desktop through this article: Customize reports in QuickBooks Desktop.

If you have other questions and concerns, please post a comment below. We'd love to hear it from you. Have a good day.

Hi MaryAnn_E,

Thank you for your response. Unfortunately I download up to 100 orders each day into QB and it would be very time consuming to copy and paste them all individually. Is there a way of putting the shipping address 3 into another column that can be picked up as part of the customized report?

Regards

Thanks for adding more details about your concern, Martinh.

As mentioned by my colleague, you’ll have to manually copy the address and paste each one. This is because the third address doesn’t automatically flow into the report. I still suggest you follow the steps shared by @MaryAnn_E.

Please know we’re taking note of this one and take it as an opportunity to areas we need to improve on. I invite you to visit the Firm of the future site to see the latest improvements and features added to QuickBooks. From there, you’ll find resources that can help your business thrive.

Please know the Community has your back. If you have any other questions or clarifications about the product, post a comment below. I’ll be glad to answer them for you. Have a great day ahead. 

Hi Rasa-LilaM,

Can I try a different tac.

When I use customized report the 'Memo' column is a copy of the 'Item Description'

Clearly this is being copied from the details on the sales order. Can the 'Memo' column be changed so that it copies the shipping address 3 into that column instead..

Thanks

Hello there, Martinh.

Yes, you're right that using the customized report will automatically copy the information from the Item Description into the Memo column. 

The details generate on the Memo column when we're running a list of transaction report as you did. If you run a report that's showing items in the transactions, it displays the description. That's why the Memo column cannot be automatically copied from another field.

As my colleagues suggested above, we can manually do it by transferring the address three into the Item Description within the sales order. Open the sales order and copy the address three. Then, paste it in the Description column and save it.  It'll then show in the Memo column on the report. 

Also, you can check the articles below to gather additional information about modifying report and saving what you have currently changed:

• Customize reports in QuickBooks Desktop.
• Memorize a report. 

Please stay in touch if you need anything else. I'll be here to help in any way that I can. Stay safe and be well.