Where did all my custom fields go in my customer details page?

Hi there, Peterson.

At this time, there's an ongoing investigation about Custom fields not showing under the customer's profile (INV-105506). Rest assured that our engineers are working actively to resolve this issue immediately.

I recommend contacting our Customer Support Team to add you to the list of affected users. This way, you'll receive updates via email once the problem is resolved. Here's how:

1. Click the Help button.
   
   
   
   
2. Tap the Search tab and select Contact Us.
   
   
   
   
3. Provide INV #105506 in the designated box for reference, then hit Continue.
   
   
   
   
4. Choose to Chat with us or Have us call you.
   
   
   

Your patience during this process is genuinely appreciated as we work towards resolving this matter. If you have any additional questions or need further assistance with managing custom fields in QuickBooks, please leave a comment below. I'm here to help and provide any support you may need to navigate these features effectively. Thank you for your understanding, Peterson. 

I am no longer able to view any purchase orders that are tagged to customers UNLESS its down as a project

I'm here to help you view the purchase orders tagged to your customers in QuickBooks, Pchristie.

First, for your Open Purchase Orders, you can run the Open Purchase Order Detail report to view your tagged customer.

Here are the steps you can follow:

1. Go to Reports.
2. Type the Open Purchase Order Detail in the Find report by name field provided.
3. Once done, click the Open Purchase Order Detail. Then, hit the Customize button.
4. Under the Rows/Columns section, click Change columns.
5. Scroll down and tick the Customer.
6. Click Run report.

However, for your Closed Purchase Orders, there is currently no direct way to view the transactions associated with your customer. Therefore, I suggest adding a custom field to your Purchase Orders for customer tracking purposes.

Once the custom field is added, make sure that the Closed Purchase Orders have the custom tracking information. This way you can filter the details to the expenses tab. Follow the steps below to guide you.

1. In the left menu panel, go to Expenses.
2. On the transaction box, select Purchase order.
3. Go to the Gear Icon.
4. Tick the Customer tracking.

Furthermore, should you wish to modify the custom field you have created, you can refer to this article: Manage custom fields.

Please know that you're always welcome to reach out for further inquiries about managing your expense transactions in QuickBooks. We're always here to have your back.