Skip to main content
J
jbooze2
November 29, 2023
Question

Report check numbers in the reference field for entered sales receipts

  • November 29, 2023
  • 2 replies
  • 0 views

Hello,

I am entering donor contributions as sales receipts to track them. I am entering check numbers in the transaction field, but when I run reports I don't see the reference field. How can I report on this field for contributors to see, or is there a different way I need to enter these check numbers?

Thank you.

2 replies

S
ShyMae
November 29, 2023

Welcome to the Community space, @jbooze2.

To ensure I provide you with the most accurate advice and solution, I would greatly appreciate an additional detail about your concern.
 

Specifically, can you please clarify what reports you generate? With the additional context, I'll be able to explore potential solutions to address your concerns.
 

Feel free to let us know through the reply button, and we'd be more than happy to assist you. Thank you for your cooperation. 

J
jbooze2Author
November 30, 2023

Hi ShyMae,

I am trying to enter and report contributions made to my church through QB. I have entered the donors in Sales and entered their contributions in Sales Receipts. I choose Check as payment method and in the next field, which is Reference no., I enter the check number. However, when I run a Transaction by Detail report the Reference no. Column is not shown, and I cannot find where I can add that field. 

 

Ultimately, I would like to enter these contributions and be able to send donors a report showing their contributions with all the information needed to track a transaction including their check number.

 

Thank you.

AldritchM
AldritchM
November 30, 2023

I appreciate your coming back to the Community and providing details is a big help to be able to assist you., @jbooze2. 

 

I'd suggest viewing the report in the classic view. To access it, It should be found in the upper right window, and click the Switch to classic view.

 

Here's how:

 

  1. Select the Customize.
  2. Select the Rows/Columns and click Change columns to view more options.
  3. Tick the boxes for Ref # and Payment Method.
  4. Select Run Report.

 

Once done, This should be what it looks like:

 

 

Additionally, financial reports in QuickBooks give you tons of great info about your business. There are many ways to customize your reports: Customize reports in QuickBooks Online.

 

If you have more questions about running a report, don't forget to click the reply. I'm always around to help.

J
jeanbiverly_
December 1, 2023

Hey there, @jbooze2.

 

I want to help you put the Reference No. column in your report. However, before I do that, what specific report were you trying to pull up? Was it Transaction Detail by Account or Transaction List by Customer? I suggest adding screenshots for more detailed information to address your concern better.

 

I'm looking forward to hearing from you. Stay safe!

J
jbooze2Author
December 2, 2023

Hello jeanBiverly,

You are not going to believe this, but Ref no. now is available to add as a column on the Sales by Donor Detail report (see attached). I know it wasn't there before! It appears this issue is solved some how. I will ask a  new question, if there are more problems.

Thank you for your offer to help.

 

 

T
treasureratelks2232
September 13, 2024

reference number field is gone again. Was replaced in reports as ref # and it has no data in it. When the last upgrade to QBO was done, this field was changed somehow. Please bring it back...

Terms & ConditionsAccessibility statement