Run a sales and member contribution report

Learn how to run a customized 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 customized sales and member contributions report, follow these steps.

Step 1: Generate the report

1. Go to Reports and select Standard reports (Take me there).
2. In the For my accountant section, select Transaction Detail by Account.
   Tip: You can also search for Transaction Detail by Account from the Type report name here dropdown and select it from the list.
3. Select the Report period dropdown, then select your preferred date range.
   Tip: You can also use the From and To fields if you want to set a specific date range.
4. Select Cash for the Accounting method, then select Customize. This opens the Customize pane.
5. Select Filters, then select the Filter by dropdown. Select Account from the list.
6. Select the Condition dropdown, then select equals.
7. Select the Value dropdown, then select all your income accounts.
   Note: You can select multiple items from the list.
8. Select Multiple to close the list when you’re done.
9. Select the Groups dropdown, then select the Group by dropdown.
10. Select Customer or Customer (with sub-customers) if you want to show the sub-customers in the report.
11. Select Apply changes.

Step 2: Email, print, or export the report

• Email the report:
  1. Select the Email icon . This opens the Send Transaction Detail by Account window.
  2. Fill out the To, Cc (optional), and Subject fields.
  3. In the Format field, select the file type (Excel, CSV, or PDF) for your report.
  4. Enter your message in the Message field.
  5. Enter your preferred file name in the FileName field.
  6. Select Send email.
• Print the report:
  1. Select the Print icon . This opens the Print or save as PDF window.
  2. Select your preferred print settings from the dropdown lists, then select any other fields as needed.
  3. Select Save as PDF if you want to save a copy on your computer. Otherwise, select Print if you want to print it right away.
• Export the report:
  1. Select the Export icon .
  2. Select either Export to Excel, Export to PDF, or Export as CSV. This automatically downloads and saves a copy of the report to your computer.