Question

Custom Fields Reports

Forum|Forum|1 year ago
March 21, 2025
2 replies
34 views

I've converted both my own Accounting QBO and a client's simple start QBO from tags to custom fields.

1. The custom fields should be available in deposits.

2. I can't pull a PL report filtered by custom fields. Not in the accounting QBO and not in a client's simple start QBO. How do I do this? The filter doesn't show the new tag custom filed I created. and I need the PL report, since I have both income and expenses associated with this tag custom field.

QuickBooks Online

Tori B

QuickBooks Team

Good morning, @businesscycle.

How are you doing today? I hope all is well.

Using custom fields in reports is only available in QuickBooks Online Advanced. If you'd like to check on upgrading a subscription, please use the link I'm including below to connect with our Customer Care Team. From there, one of our agents can go over pricing and features.

QuickBooks Online Support

I'm also including our guide to use custom fields in reports if you may need it in the future: Use Custom Fields in Reports in QuickBooks Online Advanced.

Please don't hesitate to let me know if there is anything else I can assist you with. Take care!

E

eurorelief

@Tori B , when you say it's only available in QuickBooks Online advanced, does that also exclude the highest level of the European version of QBO? (Our Account Settings page says "Your QuickBooks Online Advanced plan gives you the room and features your growing business needs.") When I run reports, I don't have the option to select the custom fields as columns in the transaction drilldown reports. I need to be able to export the data to excel or be able to sum the amount paid in sales tax / VAT to a specific vendor. We have tax amount as a custom field. Please advise.

T

ThomasJosephD

QuickBooks Team

Hi eurorelief. Let me provide you information about the custom fields and guide you to filter the vendor in your reports.

Selecting the Custom fields as a separate column in your report is currently unavailable. However, you can choose from the specific column names you have created, as only those named columns will be available for selection when generating your report.

On the other hand, you have the option to filter by a specific vendor, which will enable you to view the total amount paid in sales tax associated with that vendor. Here''s how:

Go to Reports.
Select the report you want to run.
Click the Filter.
On the first dropdown button, select the Supplier name.
Click the +Add condition.
Select the Tax amount on the dropdown button.
Click the Save as.
Enter Report name and hit Save.

For more information on customizing reports in QuickBooks Online, please refer to this article: Customise reports in QuickBooks Online.

Additionally, manage your tax by tracking due dates, reviewing financials, and recording payments to streamline the filing process. For more details, please check this article: File your tax return and record tax payments in QuickBooks Online.

We're here to help you manage your reports. If you have any questions, feel free to leave us a comment. We're happy to assist you.

S

SadainTareen

New Member

A bit of clarity on the limits, since they're scattered across plans: on Simple Start, Essentials, and Plus, custom fields exist on sales forms (up to 3), and reporting or filtering by them is an Advanced-only feature - there's no setting that unlocks it on lower plans. Deposits aren't on the custom-field supported list even on Advanced as of now.

If the underlying goal is segmenting the P&L, custom fields are the wrong lever even on Advanced - the P&L segments by Class or Location, and those ARE available on Plus: Account and settings → Advanced → Categories, turn on Class tracking (and/or Locations), tag transactions going forward, then run Profit and Loss by Class. That's the supported way to get a "P&L split by X" without upgrading.

Sadain T. | Founder of BooksNav

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