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DebraKDavisCPA2
Level 1

Custom reports

I am treasurer of a 100% volunteer (no payroll) non-profit.  Five stars for the dashboard and bank interface. 

Two stars for reporting.  QB online reporting does not meet expectations and falls short of QB Desktop.  For reporting purposes, Intuit appears to just substitute the term donors for customers. Our donors are classified as corporate donors, fundraising sponsors, and individuals’ donors.  We also collect nominal fees for various programs for cancer survivors.     I want a report that I can run that list by date, “received by” (name of donor), and amount by category.  There may be multiple donors or program fees with each deposit.  In QB Desktop, there were ways to customize the reports and I could easy get information.  I already asked for assistance from the QB experts and they agree with me that it is a failure in the report design by Intuit.   It seems odd that this basic information is not easily obtainable with current reports.

Given that Intuit is making a change with the business and accounting views, I urge them to make improvements with reporting.  Reporting needs are not the same for all companies. 

2 Comments 2
Angelyn_T
Moderator

Custom reports

I understand your point about this matter, Debra. It's our top priority to provide the best service for all QuickBooks users.

 

I want you to know that our engineers are working nonstop to enhance the product and deliver the best QuickBooks experiences possible. I understand how important it is for you to generate the report you need and obtain the same level of reporting for all QuickBooks companies. While the system sets standard reporting for regular and non-profit accounts, you may have to submit a feature request directly to our product developers so they can consider adding this idea in future updates.

 

To start:

 

  1. Go to the Gear icon, then Feedback.
  2. Enter your comments or product suggestions.
  3. Tap Next to submit.

 

Once done, your valuable suggestion goes to our Product Development team to help improve your QBO experience. You can track feature requests through the QuickBooks Online Feature Requests website.

 

On the other hand, you may run through these resources for more advice while running your basic reports:

 

 

Furthermore, you may want to go over the details from these websites to get the most out of your reports by personalizing and memorizing them for future use:

 

 

If you have further questions concerning QuickBooks or your reports, please let me know by clicking the Reply button below. I'm only a few mouse clicks away to help you again. Keep safe!

Fiat Lux - ASIA
Level 15

Custom reports

@DebraKDavisCPA2 

Consider having a BI app to integrate with QBO.

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