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Level 1

In a deposit, I enter who it was from in "Received From". In reports, sometimes the Name is blank. How can I get reports that consistently show names?

 
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Level 9

Re: In a deposit, I enter who it was from in "Received From". In reports, sometimes the Name is blank. How can I get reports that consistently show names?

You cannot just enter a Customer name when adding a deposit within your bank feed and expect the Customer name to show up on your Sales reports. An income deposit is not a Sale. You have to create either an Invoice and Payment, or a Sales Receipt for your Customer, then match the deposit in the bank feed to the Payment of the Customer Invoice or Sales Receipt. If you did not create an Invoice or Sales Receipt, you never recorded a Sale.

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