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QuickBooks Premier Nonprofit Edition 2020 Sales Report with a Custom Field w/o printing Customer Name

I created a custom field for my Customers (Customer#). I need to create a monthly report that shows sales by Customer# without the actual customer name showing to share with our pastor. We are trying to give him a report that shows the number of new givers or givers who have quit giving without showing their names.

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QuickBooks Team
QuickBooks Team

QuickBooks Premier Nonprofit Edition 2020 Sales Report with a Custom Field w/o printing Customer Name

Let me guide you on how you can run the report without the customer name, fbclouisa_treas.

 

We can run the Custom Transaction Detail report and customize the columns to exclude the Name column.

 

Here's how:

 

  1. Go to Reports on the top menu.
  2. Choose Custom Reports
  3. Hit Transaction Detail.
  4. Type Name in the Search Columns field and uncheck it.
  5. Press OK.
  6. Tap the Total By drop-down button and select Customer.
  7. Click the Refresh button.

report1.PNG report2.PNG report3.PNG

To learn more about customizing reports, you can check out this article: Customize reports in QuickBooks Desktop.

 

I've got a link here that provides you with articles about managing your reports in QuickBooks: https://quickbooks.intuit.com/learn-support/en-us/reports/07?product=QuickBooks%20Desktop.

 

Keep me in the loop if you need a hand with exporting/importing your reports or any QuickBooks related. I'll be here to help. Take care always.

 

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