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1 reply

QuickBooks Team
January 30, 2026

Hi there, Akhwan.

 

To make sure I give you the exact steps, kindly clarify where you want to see this column. Do you want to add a customer column to your expense transactions, a specific report, or are you trying to create a unique custom column in your income or expense transactions?

 

If you want to see customers on the Expense:

 

  1. Go to the +Create icon and select Expense.
  2. Click the Gear icon directly above the table on the right.
  3. Check the Track by customer box to toggle that column on.

 

If you are trying to add a Customer column to a report:

 

  1. Open the report and select Customize.
  2. Under Rows/Columns, select Change columns and check Customer.

Please note that not all reports support this. If the Customer checkbox is missing under Change columns, that specific report cannot display customer names because it is likely a high-level summary, such as a Balance Sheet report, rather than a detail report.

 

If you are using QBO Advanced, you can add custom form fields to sales forms, purchase orders, expenses, and profiles. Here’s how:

 

  1. Go to the Gear icon and select Custom fields.
  2. Click Add custom field.
  3. Choose a Data type and select Customer as the category.
  4. Select which form the column should appear in. You can even toggle Print on form so customers see it too.

 

If you're referring to something else or have any additional questions about this, please feel free to revisit this thread.