Seems like something might have changed in QB Desktop, but I need to create a Detailed transaction report for a Non profit(Church) that breaks out by Class(Person on Mission Trip) within a Restricted Project Equity account. I used to be able to get the balance forward from the previous year to show on the report by Class, so I can show how much more the person has to raise to be able to go on the mission trip. Right now if someone raised funds in 2018, but is not going on the trip until 2019, I have to run the report from 1/1/18 through YTD 2019. This gives me the amounts I want, but gives me all of the transaction details also for the people who went on last years trip. Any help?
As long as you use the correct customization and filters in running your Transaction Detail by Class report, you’ll be able to view the specific information you want to be included on the report. I’m here to take this opportunity to furnish you with ways to fix this unusual behavior of the program.