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I've read several threads about the custom fields not populating on reports because it must be connected to a transaction, however I've read some threads that give me the impression the data I'm after should be on my report.
I'm running an Open Purchase Order report and have added the Other 2 field to my columns. On our PO's we've saved some data in the Other 2 field that I'd like to have listed on my Open PO report. I'm not successful doing this with either the canned report or a custom report. Both list the column, but the information is blank.
Is this just not possible to do? My work-around will likely be to add it to the Memo field, however we currently use that field for other reasons and I hate to change that. Thanks in advance for any advice. QB Desktop Enterprise rookie here. Best Regards.
Hello there, @Anthony Howard.
QuickBooks follows the Sources and Targets concept to build a company and financial reports. This means that the data you see on every report is derived from the details of its source transaction.
Since the columns having blank data, consider that this report you're pulling up involves transactions without these fields. Therefore, the system is unable to pull the information in there.
As a workaround, you may pull up another report that shows open purchase orders. Then export it to Excel and combine the information manually there.
Here's how:
Once you have the data ready, export both reports to Excel using the Excel button at the top of the report. From there, fill in manually or copy the columns to get the desired reporting format.
Another option is using the Memo field. Double-click the transactions on the report and add the check number and paid date one at a time in that field. That way, you're on the same report and no longer need to export anything outside the program.
I'm also adding this article to learn more about the reports in QuickBooks: Understand reports.
Let me know if you have other questions. I'm always here to help.
Excuse my follow-up, but what's the second report your suggesting I run to combine with my Purchase Orders report? The steps you've outlined....
...seems to create a Purchase Order report that is still missing this 'Other 2' data. Are you suggesting I can run a different report that shows the 'Other 2' data and match the two together? If so, what steps do I take to report on the 'Other 2' information? Thanks.
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