Retroactive customer data

Welcome to the Community, @Joefuelguy.

I'll help you run a report that will show additional information of the customers.

In QuickBooks Desktop, customer data is associated with the specific transaction date. Therefore, if you enter customer data now, it won't automatically update the historical reports from previous years.

However, there is a workaround you can try to make customer data retroactive on reports. You can edit the historical transactions and manually add the FEIN or City information for each customer.

Here's how:

1. Go to the Customers tab, then choose Customer Center.
2. Locate the customer that you want to update information.
3. Click on the customer's name to open their profile.
4. Edit the customer's profile and add the missing FEIN or City information.
5. Hit OK.

Repeat these steps for each customer you want to update the historical data. By doing this, the updated customer information should now appear on the reports for the respective transactions.

For future reference, you can read this article about customizing reports to show the details you need: Customize reports in QuickBooks Desktop.

Don't hesitate to comment below if you need further assistance running reports. I'm always here to help. Have a great day.

I have a few thousand transactions to do that I need the customers fein showed on.. but we just put it in today.. 

so there is not a way for that to be applied to all? 

I understand I can manually do it but that is not an option. 

I can see the relevance of updating the customer data and applying it to all, @Joefuelguy. We can submit feedback to our product developer in QuickBooks Desktop.

The option to update customer data is by adding them manually, and the option to retroactively customer files isn't available in QuickBooks Desktop. With that, we recommend submitting feedback. All QuickBooks users can provide product ideas anytime. There is no limit to how much or how often you can submit feedback or thoughts to our developers.

Here's how:

1. Hover your mouse over the menu and choose the Help button.
2. Select Send Feedback Online.
3. Then click the Product Suggestion.

We also want to let you know that you can participate in the enhancements in addition to our developers. Intuit Developers is a separate forum where you can identify and connect with our developers who can assist with app integrations, participate in software development, and create new business solutions for QuickBooks.

We take pride in our commitment to customer satisfaction, and we appreciate your patience and understanding throughout this process. Your feedback is invaluable to us, as it helps us improve our systems and services to better serve you and all our valued customers.