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Best answer March 10, 2020
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Welcome and thank you for posting here on the Community page, @jason6young.
I'm glad to guide you with detailed steps so you'll be able to add the Warranty Date field when creating transactions for your customers.
To be able to add the field, you have to create an additional field to any of your customer's information, then add the field created when recording transactions.
To add the field to your customer's information:
- Tap on Customer Center from the Customer menu.
- Click on your customer's name under Customers & Jobs.
- From the Edit Customer window, go to the Additional Info at the left side, then click on Define Fields.
- Enter Warranty Date under Label, and put check-mark to where you want to use this label. For QuickBooks Desktop Enterprise, you have the option to click on the What kind of data? drop-down and select an option you want.
- Tap OK to record the field added.
When creating invoices or sales receipts, you can now add the field added by following these steps:
- On the Invoice or Sales Receipt page, click on the Formatting tab beside Main, then select Customize Data Layout.
- Go to the Header column under the Additional Customization page.
- Put a check-mark on the box beside Warranty Date under Screen or Print if you wish to include the field when printing.
- Hit OK to save the customization.
For additional reference about using and customizing form templates in QuickBooks Desktop, read this article.
Get back to me by adding a comment below if you have any other questions. I'm a few clicks away to help. Have a good day!
Welcome and thank you for posting here on the Community page, @jason6young.
I'm glad to guide you with detailed steps so you'll be able to add the Warranty Date field when creating transactions for your customers.
To be able to add the field, you have to create an additional field to any of your customer's information, then add the field created when recording transactions.
To add the field to your customer's information:
- Tap on Customer Center from the Customer menu.
- Click on your customer's name under Customers & Jobs.
- From the Edit Customer window, go to the Additional Info at the left side, then click on Define Fields.
- Enter Warranty Date under Label, and put check-mark to where you want to use this label. For QuickBooks Desktop Enterprise, you have the option to click on the What kind of data? drop-down and select an option you want.
- Tap OK to record the field added.
When creating invoices or sales receipts, you can now add the field added by following these steps:
- On the Invoice or Sales Receipt page, click on the Formatting tab beside Main, then select Customize Data Layout.
- Go to the Header column under the Additional Customization page.
- Put a check-mark on the box beside Warranty Date under Screen or Print if you wish to include the field when printing.
- Hit OK to save the customization.
For additional reference about using and customizing form templates in QuickBooks Desktop, read this article.
Get back to me by adding a comment below if you have any other questions. I'm a few clicks away to help. Have a good day!
Hello, kjandoli.
I can definitely help you populate the custom field you've created by customizing your reports.
You'll have to add the custom field you've created when running the Sales by Item Detail report. This guarantees that the information will appear on your report.
Here's how:
- Go to the Reports menu, and then Sales.
- Choose the Sales by Item Detail report.
- Ensure it has the correct report period.
- Click the Customize button, and then select the Display tab.
- Go to the Columns field and pick the custom field you have created.
- You also have the choice to filter the report so that it only displays the information you require. Just select the Filters tab.
- Once done, hit OK.
Please look through this resource to learn more about it: Customize reports in QuickBooks Desktop.
If you want to save the customization options for this report so you can access it whenever you want, click the Memorize button at the top. See this article for more information on how to do it: Memorize report.
You can post again if you need further assistance. We're available 24/7 to help you.
