I would like to run a report using a custom field from my invoice template. This column is not available in 'modify reports' options. Is it possible to do this without having an outside report writing program?
Maybe - that depends on which report, and what QuickBooks product you have. But if you don't see the custom field in the modify report area, you are probably out of luck. Which report - and which "list" is the custom field in?
The field is the Other 1 column in the Invoice Template. I have not been able to pull it on any report.
Ah, the "other" fields are not the same as "custom" fields. They are an older form and not very useful. You will never be able to access any of the "other" fields in a report in QuickBooks.
You can use a third party tool to access those fields if you wish.
Or you can use a true "custom" field. If you add them in the item list, you can add them as columns in the invoice. Then the data that shows in that column in the invoice will be available in detail reports that let you see the values in the columns of invoices.
See my article about custom fields for details if you aren't familiar with these.
That is the best article ever! I was convinced we were going to have to buy a writing report....nope! Thank you very much for the information!
