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Level 1

I have donor and members, I want to separate for reporting with recur inv. I have changed the customer label to donor but cant separate - I have upgraded to essentials.

 
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QuickBooks Team

I have donor and members, I want to separate for reporting with recur inv. I have changed the customer label to donor but cant separate - I have upgraded to essentials.

Hi amandareader001,

 

From your question, I understand you want to separate your donors from your members on the reporting side of things.

 

What kind of report are you trying to run for this?

 

Also, could you tell me a little more about the significance of the reoccurring invoice in the equation?

 

I just need some more information to give a better answer here.

 

Kristian.