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February 1, 2022
Question

I use Quickbooks online for our nonprofit. I would like to pull a report that included all Customer deposits in the month, their addresses and the accounts.

  • February 1, 2022
  • 1 reply
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1 reply

AlcaeusF
February 1, 2022

Hello @user97609,

 

Thank you for dropping by here in the Community. I can help you pull up the data using reports available in QuickBooks Online.

 

Currently, the option to show the data you need in a single report is unavailable. I recommend running two separate reports and export to Excel.

 

This way, you can merge the information from both exported files manually. I recommend running Customer Contact List and Transaction List by Customer.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Scroll down and select Transaction List by Customer.
  3. Select Account next to Group by.
  4. Click Customize in the upper-right corner.
  5. Make the necessary changes, then hit Run report
  6. Click the small cogwheel icon within the report.
  7. Add the Customer column.
  8. Press Run report.
  9. View the report. 
  10. Click the export icon, then choose Export to Excel.

 

For the addresses, please follow these steps:

 

  1. On the left navigation bar, click Reports.
  2. Select Customer Contact List.
  3. Click the small cogwheel icon and filter to only show addresses.
  4. Hit Run report.
  5. View the data. 
  6. Click the export icon, then choose Export to Excel.

 

After exporting them, you can open the reports from Excel and finalize the data. Once ready, merge the files by copying and pasting them into a single worksheet.

 

For more information about personalizing reports, like how you can save custom data or export to PDF, check out this link: Customize reports in QuickBooks Online.

 

Hit me up anytime you need further help with running reports in QuickBooks. The Community and I will be sure to get back to you.