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Buy nowI set up a QB account for a small nonprofit I belong to. I just got voted in as treasurer. I have been using QB for a long time running my own construction company so know just enough to be dangerous.
I enter deposits from members entered as "customers" but when I go back to the customer center and look at each individuals transactions, nothing shows up.
What am I missing?
Welcome to the Community space, @Waterflea.
I'm here to help you show the transactions of your members that was added as customers in the Customer center.
The verify tool finds the most common issues in a company file and the rebuild tool fixes them.
First, we'll verify your company data. Here's how:
After that, let's rebuild your company file data. Feel free to follow the steps below:
Feel free to read this article for more info: Verify and Rebuild Data in QuickBooks Desktop.
To learn about generating a customized report in QBDT, you can check out this article: Customize reports in QuickBooks Desktop.
Let me know in the comments below if you have other concerns about managing customer transactions in QBDT. I'm just around to help. Have a good day.
Thanks Bryan
Followed instructions, data was okay. The data is there in the deposits made and it shows up in the register. It just doesn’t show up on the individual customer transactions. So for instance, if I wanted to know if Joe Smith paid his membership dues or bought a book or made a donation, I go to the customer center, find Joe Smith, plug in the time frame I'm interested in....nothing shows up. I can see it in the register and on the deposit but it doesn't show up on the customers transactions.
Thanks for your help.
Bruce
Thanks for getting back, @Waterflea.
I appreciate you following the steps shared by my colleague above. Since the issue persists, let's repair your QuickBooks Desktop (QBDT). This can help fix any program-related issues.
Here's how to do it:
If you encounter errors while repairing, consider checking this article for the detailed steps: Repair your QuickBooks Desktop for Windows.
If the issue remains, I recommend contacting our Phone Support team. They'll be able to take a closer look into your account to see why this is happening. They can be reached while using QuickBooks. Here's how:
Make sure to review their support hours so you'll know when agents are available. Also, you can always visit our website for tips and other resources to help you achieve your QuickBooks tasks: Self-help articles.
I'm a few clicks away if you have follow-up questions or concerns about your customer transactions. Hit the reply button and I'll provide the necessary help.
Try opening the sample file and replicating your workflow. Did you encounter the same issue?
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