using "Custom Column" for sort

What report? I did exactly what you describe and had no trouble finding the column in the "Modify Report" drop down list or adding it to a report (Sales By Customer Detail). However I wasn't able to sort the report on that field, even though it was an available criterion in the "Sort By" list. I've no time now to research it further, but if you can be more specific perhaps someone else will provide more information.

I will try again. I was not doing this personally but was working with our accountant. We inserted a new column and named it PTN. When we wento to export a report PTN was not in the dropdown list, even though it shows up on the invoice. We want to export the report to excel for commission calculations. I am going to get a set of test data and will play around with it today. Thanks for the help.

Please try again. In the Canadian version there is no drop-down list of fields (columns) when exporting a report - whatever you see in QB gets exported. If the US version is different, I'll have to drop out of the conversation.

It MIGHT be helpful to know what report you're talking about.

And if you had mentioned exporting earlier, I wouldn't have bothered to comment on sorting - there should certainly be no problem sorting in Excel.

It sounds like !-! was talking about a custom field in the customer card, and you are speaking about a custom field added to an invoice form. Is this correct? If so, I'm not sure you are able to create the report you wish. I'll have to do some research on that.

Yes, I am talking about a custom column added to an invoice form. We need to collect a number that is associated with a line item entry on an invoice. We would have a number of different ones on each invoice. We need to be able to have these available in a report to export to excel where we use it in job costing and other calculations.

We would have the following in the body of the invoice: Qty., Item Number, Description, PTN , unit price and extended price. We would need to export these to excel intact.

Dave

Thanks for the input Gary. He specifically said a new COLUMN. To my knowledge the only way to add a new COLUMN to an invoice is to first create a custom FIELD for items (not customers). A custom field for customers can be added to invoices as a field, not as a column. Unless, of course, the US version is VERY different from the Canadian version. I know that there are significant differences, but I did not think they were evident in this aspect of the software.

In the US version, you can create a custom column that is not related to the customer card, and is specific to an invoice. That kind of reporting can be problematic, as he is finding.

Thank you both for the input. Yes, it is problematic. It looks like we will have to go to another product and use QB for P&L and taxes only.

Dave