Additional Custom Fields on Vendor's Information

I appreciate you giving this information, @Keroppi. Let me share some understanding and information to run a vendor report in QuickBooks Desktop (QBDT).

QuickBooks Desktop reports are hard-coded, wherein if you want to customize to show column headers from the vendor's information in a report, some reports don't include filtering for vendor-specific details, especially when running report data for transactions. It's because of the sources and targets used in a report. This is why you can only show custom fields as a column header in a report while the system can't show the saved data from the vendor's information.

Source is the summary of information about a transaction that includes all data sources like source account, source name, source memo, and source amount. Targets provide detailed info about the transaction in QuickBooks, like target accounts, target names, target memos, target amounts, and more.

So when you pull up vendor detailed reports, the defined fields won't show since these attributes added to the vendor information aren't included in a vendor transaction. Vendor custom fields will show when you run a Vendor Contact List report since its source and target for data is the vendor itself.

For you to include vendor details for a transaction-based report, I suggest running two reports and exporting each data to Excel. This way, you can copy and paste the data from the vendor's information into the vendor transaction report using the Excel application. Here's your reference on how to efficiently customize data in QuickBooks reports: Understand reports.

Furthermore, these articles can be advantageous for you to quickly generate and save reports moving forward:

• Customize reports
• Create, access, and modify memorized reports

The articles I shared are US-based, but the functions and information may be quite the same if you purchased QBDT from a third-party merchant. Also, may I know what particular vendor reports you have pulled up? Knowing this will help me provide solutions effectively to your current report customization concern.

Feel free to comment if you need more help running and customizing QuickBooks reports. I'll be here to lend a hand. Keep safe always.

Hi @Heide DC . Thank you for your immediate response. Your solution only works for Customers and Employees, but not for Vendors.

When generating Transaction Details, only the column headers of the added custom fields appear, but without the data.

Hello there, Keroppi.

I understand you need to pull up vendor details that will appear on the reports within QuickBooks Desktop. Allow me to share some leads about this topic.

QuickBooks Desktop strives to enhance the product experience with the newly introduced sales form layouts, and currently, this feature is functioning as designed within the software.

Alternatively, we can export the Vendor Balances Detail report to an Excel file and modify the columns and headers so you can include other information you require.

Here's how:

1. Go to Reports, then Reports Center.

2. Find and double-click the report you want to export.

3. Select the Excel dropdown, then Create New Worksheet or Update Existing Worksheet. 

4. If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.

5. When you’re ready to export, select OK.

I'm adding this page if you need the complete process on how to move data to Excel: Export reports as Excel workbooks in QuickBooks Desktop.

Rest assured, I'll be open to help you with any queries you might have on vendor report preferences and other QuickBooks-related cases. We are always here to help. Stay safe!