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Run a sales and member contribution report
by Intuit• Updated 2 months ago
Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience. |
Learn how to run a customised report of your sales and member contributions in QuickBooks Online.
In QuickBooks Online, you can run a report that shows the breakdown of your sales or contributions for each customer, donor, or member. This report can help your business track sales.
Run a sales and member contributions report
To create a customised sales and member contributions report, follow these steps:
- Go to Reports (Take me there).
- Select the Find report by name dropdown, then select Transaction Detail by Account.
- Select the Report period dropdown, then select your preferred date range.
- Select the Accounting method dropdown, then select Cash.
- To filter your data:
- Select Group by.
- Select the Group by dropdown, then select either Customer, Customer (Hierarchy), or equivalent.
- Select Filter.
- Select the Filter by dropdown, then select Account.
- Select the Options dropdown, then select equals.
- Select the Value dropdown, then select all your income accounts.
Note: You can select multiple items in the Value dropdown.
- Email, export/print, or save the report.
- To email the report, select the More actions dropdown, then select Email report. Enter all the info needed, then select Send email.
- To export/print, select the Export/Print dropdown. Then select either Export to Excel, Export as CSV, or Print/Save as PDF.
Note: You can add a page break between each customer if you want to get each customer's total on a separate page in Excel. For steps on adding line breaks, see the help options in Excel. - To save the report once customised, select the Save As. This saves the report as a custom report. To replace any new changes in the same custom report, select the Save.
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