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Frequent Explorer **

Grouping Customers

We are a non-profit Baptist Association. Our budget is funded by regular donations from the churches in our associations. When I receive their checks, I create a deposit and it is charged to contributions. 

 

I need to be able to run a report that will ONLY have the churches on it not any other deposits received. I thought I might could create a group and add jobs but I'm not able to designate each individual church. 

 

Any thoughts would be greatly appreciated. I'm on a time crunch as always! I use QB Desktop Pro 2019 on PC. 

 

Thank you!

Robin O

Solved
Best answer a month ago

Accepted Solutions
Moderator

Re: Grouping Customers

Hi there, @tcba2016.

 

I appreciate you following and finding the instruction helpful. On the same report, kindly perform more steps to achieve your goal.

 

You have to use the Sort feature to group the transactions by contribution and totaled by customer. Just be sure to select Name and click the Refresh button.

 

Check out this screenshot for visualization:

1.PNG

For future help with the report functionality, you can use the links below as your references:

That should keep you moving today, @tcba2016. Keep me posted on how it goes or if you have follow-up questions. I'll be here to help you more.

6 Comments
Experienced Member

Re: Grouping Customers

 
QuickBooks Team

Re: Grouping Customers

Good day, tcba2016!

 

I can think a way on how to run a report with this. You can follow the steps below:

 

  1. Click Company at the top portion.
  2. Select Chart of Accounts.
    comapny.PNG
  3. Enter the account name or number and then click Search.
  4. Then, you'll have to double click the account.
    search.PNG
  5. Click Customize Report at the upper left portion.
  6. Click Filter.
  7. In the account field, search name.
  8. Click the Drop-down arrow to select Multiple names.
    filters.PNG
  9. Mark a check to a specific customer fro your church associations.
  10. Click OK.
    ok.PNG
  11. Then, select All for the Dates in the upper right portion. (You can select the specific dates you want)
    all.PNG

Let me know these steps go. I'll be around.

Frequent Explorer **

Re: Grouping Customers

Thank you for the suggestion. That will work except that I need to be able to have a total by customer. Basically, I need a report that shows each customers' contribution totaled by the customer. 

 

Do I make sense?

Moderator

Re: Grouping Customers

Hi there, @tcba2016.

 

I appreciate you following and finding the instruction helpful. On the same report, kindly perform more steps to achieve your goal.

 

You have to use the Sort feature to group the transactions by contribution and totaled by customer. Just be sure to select Name and click the Refresh button.

 

Check out this screenshot for visualization:

1.PNG

For future help with the report functionality, you can use the links below as your references:

That should keep you moving today, @tcba2016. Keep me posted on how it goes or if you have follow-up questions. I'll be here to help you more.

Frequent Explorer **

Re: Grouping Customers

Yes! Thank you so much! Problem solved!

Moderator

Re: Grouping Customers

It's nice to hear back from you, @tcba2016.

 

You are very much welcome with the steps. I'm happy I came across your post and was able to address your concern. Should you have any other questions that I can help you with, feel free to mention me on your posts.

 

Cheering you a great weekend!