cancel
Showing results for 
Search instead for 
Did you mean: 
heazim1
Level 3

report for customer, donation, other 1 field

I'm looking for a report to export that would include customer, date, amount donated, other 1 field and possibly first and last name.  Seems like the other 1 field would have to be in the deposit window to show up in report.  Quick report under chart of accounts doesn't pull it up either.   Thanks!

Solved
Best answer December 07, 2020

Best Answers
BigRedConsulting
Community Champion

report for customer, donation, other 1 field

If you are recording the donations as Deposits, then it isn't possible to include any data for the Other 1 field, as it is only available on Sales transactions like Invoices and Sales Receipts.

 

What is is you will use the report for?  Perhaps there is another way.

View solution in original post

4 Comments
ShiellaGraceA
QuickBooks Team

report for customer, donation, other 1 field

Hi @heazim1,

 

I have some information about how you can get a report that'll show other 1. If you're referring to the other 1 field on your customer's transaction, use the Custom Transaction Detail Report to see it. Here's how:

 

  1. Go to Reports, then select Custom Reports.
  2. Choose Transaction Detail. Then, hit the Customize Report button.
  3. Search and mark Other 1, Name, Date, and Amount under Columns.
  4. Click OK. See the attached screenshot below on how it looks like.

 

However, if you're referring to the other 1 field on your customer's profile. You can only view it using the Customer Contact List report. Here's how:

 

  1. Go to Report, and then select Customers & Receivables.
  2. Choose Customer Contact List.
  3. Hit the Customize Report button.
  4. Put a mark next to Other 1 under Columns.
  5. Click OK.

For details about customizing reports, check out this guide: Customize reports in QuickBooks Desktop.

 

In case you need help with other report tasks, click this link to go to our general topic with article.

 

Let me know if you still have questions or concerns about QuickBooks reports. I'll be around for you. Take care and have a good one.

BigRedConsulting
Community Champion

report for customer, donation, other 1 field

If you are recording the donations as Deposits, then it isn't possible to include any data for the Other 1 field, as it is only available on Sales transactions like Invoices and Sales Receipts.

 

What is is you will use the report for?  Perhaps there is another way.

View solution in original post

heazim1
Level 3

report for customer, donation, other 1 field

HI, It's to export data into Excel that would include names, dates, amount of (deposit), and the field Other 1. Other 1 field would be an id that would tie it with the database entries.  It would be the common field in the financial software and the database software.

BigRedConsulting
Community Champion

report for customer, donation, other 1 field

In this case, since you can't use Other 1 on a Deposit, I suggest using either the Memo or the Check No field, both of which you can include on transaction detail reports.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up