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Help Needed For Customizing / Creating Custom Report in QuickBooks ?

In this article We are going to talk about How to Customize/Create Custom Report in QuickBooks? How to Create the Custom Fields in QuickBooks® ?

How to create the Custom Fields in QuickBooks®?

First, you need to be careful about your expectation for Custom Fields for reporting purposes.

Second, every report has a perspective. You cannot Mix two perspectives with the reporting; you can export to Excel and do combination reporting there.

If You want Customer Sales Detail, and some of these custom fields are part of the Transaction Header, not the detail lines.

You can Sales, but also payments. That is a mix of transaction types; so, you really want Customer Transaction Details, not Sales. Or, you Do want sales, so Payments will be a different report.

You are trying to add “current AR Balance” to a Detail report. Yet, AR balance is a calculation, not Transactions and not details. It is calculated From the transactions, not from the details.

So, you might even three. Here is one thing you can do, though:

“Now need to show amount/payment received by same customer/job & remaining balance as well within the same report.”

For a Transaction-based report for Invoices, you can show Original Amount and Balance.

Now you are good to go.. with Help Needed For Customizing / Creating Custom Report in QuickBooks ?, How to Customize/Create Custom Report in QuickBooks? How to create the Custom Fields in QuickBooks?

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