Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Custom columns or fields were added to a form template but do not print or show on reports

Some custom fields were added to a customized invoice template, but will not print or show on reports.

There is one field and three columns that can be included in a template but will not print:

  • On the Header Tab, the Other field.
  • On the Columns tab, the Service Date column, the Other 1 column and the Other 2 column.

If these elements are needed, please submit a suggestion by going to Help > Send Feedback Online > Product Suggestion.

Why this is happening

QuickBooks Desktop is working as designed. These template elements were not designed to be printed on templates or included in reports.

How to fix it

Solution 1:

In QuickBooks Desktop 2015 and later the columns Other 1 and Other 2 are now printable and able to be added to reports.

  • As long as there is data in the field on a transaction it can be pulled into transaction reports.

Solution 2:

You can add a custom field to Items or Customers. These custom fields can be added as a column to a form template or to reports:

Items:

  1. Set up the custom field for a item:
    1. From the Lists menu, select Item List.
    2. Double-click any item to open the Edit Item window.
    3. Click Custom Fields and then click Define Fields.
    4. Enter the name that you want to use in the Label field.
    5. Click OK three times, and then repeat Steps 2 through 4 for additional custom fields that you may wish to add.
  2. Add the item custom field as a column to a Template
    1. From the Lists menu, select Templates.
    2. Double-click the desired form to open the Customize [Form] window.
    3. Click Additional Customization.
    4. Click the Columns tab
    5. Select the custom field that you created above.
    6. Click OK.
  3. Add the item custom field as a column to report:
    1. Display the report and click Modify Report.
    2. In the Columns box, scroll down and place a check mark next to your custom field.
    3. Click OK.
    4. Click Memorize to save this report for future use.

Customers:

  1. Set up a custom field for customers:
    1. From the Customer menu, select Customer Center.
    2. Right-click any Customer:Job name on the list and then click Edit.
    3. Click the Additional Info tab.
    4. Click the Define Fields button.
    5. For each field you want to add:
      1. Enter the name you want to use in the Label column.
      2. Select which lists the custom field applies to.
    6. Click OK.
    7. The new fields will appear on the Additional Info tab.
  2. Add the customer custom field as a field to a template
    1. From the Lists menu, select Templates.
    2. Double-click the desired form to open the Customize [Form] window.
    3. Click Additional Customization.
    4. Click the Header tab
    5. Select the custom field that you created above.
    6. Click OK to save your changes.
  3. Add the customer custom field as a column to a report:
    1. Display the report and click Modify/Customize Report.
    2. In the Columns box, scroll down and place a check mark next to your custom field.
    3. Click OK.
    4. Click Memorize to save this report for future use.

 

Note: Some reports may require you to click the  Expand  button at the top before the define fields will be available in the columns section. For example: Profit & Loss Detail

KB ID# SLN44240
12/9/2016 7:03:59 PM
PPRDQSSWS404 9138 Pro 2017 37fc48