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EQuilter
Level 2

We just migrated to QBO and just found that our custom reports are not transferred. We run a detail report for one account with class subtotals. When I try to customize the columns, I don't see the option to add the "Name Email" to the report. There is only useless advice to export to excel and add the email addresses manually. The information is stored on the Customer Profile, why can't this column be added?

 
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Best answer January 11, 2020

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Rustler
Level 15

We just migrated to QBO and just found that our custom reports are not transferred. We run a detail report for one account with class subtotals. When I try to customize the columns, I don't see the option to add the "Name Email" to the report. There is only useless advice to export to excel and add the email addresses manually. The information is stored on the Customer Profile, why can't this column be added?

Cause QBO is so much more basic and inflexible than desktop

 

a non partisan comparison of QBO vs QB desktop 
http://onsale-apparel.com/Rustler/qbo-or-qbdt 
(cost comparisons are at the end of the article)

 

View solution in original post

2 Comments 2
Rustler
Level 15

We just migrated to QBO and just found that our custom reports are not transferred. We run a detail report for one account with class subtotals. When I try to customize the columns, I don't see the option to add the "Name Email" to the report. There is only useless advice to export to excel and add the email addresses manually. The information is stored on the Customer Profile, why can't this column be added?

Cause QBO is so much more basic and inflexible than desktop

 

a non partisan comparison of QBO vs QB desktop 
http://onsale-apparel.com/Rustler/qbo-or-qbdt 
(cost comparisons are at the end of the article)

 

View solution in original post

EQuilter
Level 2

We just migrated to QBO and just found that our custom reports are not transferred. We run a detail report for one account with class subtotals. When I try to customize the columns, I don't see the option to add the "Name Email" to the report. There is only useless advice to export to excel and add the email addresses manually. The information is stored on the Customer Profile, why can't this column be added?

Thanks,  I think it's time to return to desktop.

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