Run a sales and member contribution report

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:

1. Go to Reports (Take me there).
2. Select the Find report by name dropdown, then select Transaction Detail by Account.
3. Select the Report period dropdown, then select your preferred date range.
4. Select the Accounting method dropdown, then select Cash.
5. To filter your data:
   1. Select Group by.
   2. Select the Group by dropdown, then select either Customer, Customer (Hierarchy), or equivalent.
   3. Select Filter.
   4. Select the Filter by dropdown, then select Account.
   5. Select the Options dropdown, then select equals.
   6. Select the Value dropdown, then select all your income accounts.
      Note: You can select multiple items in the Value dropdown.
6. Email, export/print, or save the report.
   1. To email the report, select the More actions dropdown, then select Email report. Enter all the info needed, then select Send email.
   2. 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.
   3. To save the report once customised, select Save As. This saves the report as a custom report. To replace any new changes in the same custom report, select Save.