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KathyP1964
Level 3

Reports problem

See picture attached.

When I go to customize my report, the name menu doesn't exist anymore and "name" is listed twice. When I enter the name of my customer the report comes up blank even though the customer is there and active. I know I must have changed something in my preferences but can not change it back.

 

Please help!

 

Solved
Best answer October 02, 2020

Best Answers
Angelyn_T
QuickBooks Team

Reports problem

How was your day, @KathyP1964?

 

This shouldn't be a worry for you. I can help customize your report accordingly.

 

Usually, two Name columns will appear from the Filter section on your report when a custom field is added from the customer's/job's information. The customize field won't show you any names from there. That said, you should have selected the column(Name) designed by QuickBooks.

 

I've added these screenshots for your visual references.

 

If you want to remove the customized field, here are the steps:

 

  1. Select Customer Center from the Customers tab.
  2. Look for the customer/job name under the Customer & Jobs section.
  3. Tap on the edit or pencil icon.
  4. Go to the Additional Info section at the left pane, then click Define Fields.
  5. Remove the check-mark beside the Name, then hit OK.

 

You can also read the details from this article to learn more about managing reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

QuickBooks also allows you to memorize reports if you want to have the same settings available for future use. Here's a link that gives you the instructions: Create, access, and modify memorized reports.

 

That should point you out in the right direction today. Let me know if you have any other questions. I'm always here to help. Wishing you continued success!

View solution in original post

2 Comments
Angelyn_T
QuickBooks Team

Reports problem

How was your day, @KathyP1964?

 

This shouldn't be a worry for you. I can help customize your report accordingly.

 

Usually, two Name columns will appear from the Filter section on your report when a custom field is added from the customer's/job's information. The customize field won't show you any names from there. That said, you should have selected the column(Name) designed by QuickBooks.

 

I've added these screenshots for your visual references.

 

If you want to remove the customized field, here are the steps:

 

  1. Select Customer Center from the Customers tab.
  2. Look for the customer/job name under the Customer & Jobs section.
  3. Tap on the edit or pencil icon.
  4. Go to the Additional Info section at the left pane, then click Define Fields.
  5. Remove the check-mark beside the Name, then hit OK.

 

You can also read the details from this article to learn more about managing reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop.

 

QuickBooks also allows you to memorize reports if you want to have the same settings available for future use. Here's a link that gives you the instructions: Create, access, and modify memorized reports.

 

That should point you out in the right direction today. Let me know if you have any other questions. I'm always here to help. Wishing you continued success!

View solution in original post

KathyP1964
Level 3

Reports problem

Thank you, now I have to remember who I did this to. 

Much appreciated the help!

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