![QuickBooks Help](https://uxfabric.intuitcdn.net/web-app/sh-exp-sbg-app-experience/sbg_ohh_icon.19f2ae89.png)
Run a sales and member contribution report
by Intuit• Updated 6 days ago
Some of your reports will look different depending on whether they're in the classic view or ![]() |
Learn how to run a customized report of your sales and member contributions in QuickBooks Online.
In QuickBooks Online, you can run a report that shows the breakdown of your sales or contributions for each customer, donor, or member. This report can help your business track sales.
Run a sales and member contributions report
To create a customized sales and member contributions report, follow these steps:
- Go to Reports (Take me there).
- Select the Find report by name
dropdown, then select Transaction Detail by Account.
- Select the Report period
dropdown, then select your preferred date range.
- Select the Accounting method
dropdown, then select Cash.
- To filter your data:
- Select Group by.
- Select the Group by
dropdown, then select either Customer, Customer (Hierarchy), or equivalent.
- Select Filter.
- Select the Filter by
dropdown, then select Account.
- Select the Options
dropdown, then select equals.
- Select the Value
dropdown, then select all your income accounts.
Note: You can select multiple items in the Value dropdown.
- Email, export/print, or save the report.
- To email the report, select the More actions
dropdown, then select Email report. Enter all the info needed, then select Send email.
- To export/print, select the Export/Print
dropdown. Then select either Export to Excel, Export as CSV, or Print/Save as PDF.
Note: You can add a page break between each customer if you want to get each customer's total on a separate page in Excel. For steps on adding line breaks, see the help options in Excel. - To save the report once customized, select the Save
dropdown then select Save As. This saves the report as a custom report. To replace any new changes in the same custom report, select Save.
- To email the report, select the More actions
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Understand and set up sales tax-exemptions in QuickBooks Onlineby QuickBooks•2300•Updated 3 weeks ago
- Invite a contractor to add their own tax infoby QuickBooks•2144•Updated June 25, 2024
- Add or edit contractor payments (for 1099 filings)by QuickBooks•727•Updated June 14, 2024
- Set up a recurring sales receipt in QuickBooks Onlineby QuickBooks•766•Updated June 25, 2024