Custom field

Forum|Forum|3 months ago
March 24, 2026
1 reply
1 view

I need to add a custom field on my customers. I'm fully aware I can add fields under custom fields but that does not work for a Job Profitability Summary report. It has to be where I can run this specific report and show this field. There is a place for Customer Account Numbers under the payment settings however that does me no good when I cannot run this specific report by account number. Is there a way to add this field as putting it in QB next to the company name is not an option. This seems like such a simple thing, we should be able to run anything by customer account number, but oddly the ONE report I need to do this I cannot.

QuickBooks Desktop

LouiseG12

QuickBooks Team

Hi there, JB. I know how helpful it is to have an organized report that supports your workflow. Since the Job Profitability Summary doesn’t have the option to add a custom field, we have a workaround to make sure the account numbers are visible.

You can filter the report by the custom field you created for the account numbers. However, you’ll need to filter them one by one, and if you want to see them all together, you can export them.

Alternatively, you can also use the class tracking feature instead of the custom fields by assigning the account number as a class to every transaction. But ensure to enable it first, so you’ll have to tag each transaction with the account number.

Once done, when you generate the report, click the Customize Report button and select the Display column by dropdown to Class.

Please note that the articles provided are for the US region, but they will still work for the UK.

If you have additional questions, don’t hesitate to click the Reply button below.

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