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March 15, 2024
Question

Reports that total by payment method for a specific class.

  • March 15, 2024
  • 1 reply
  • 0 views

I am using Quickbooks Desktop 2024 Pro Plus. 

 

I need to make reports based on certain classes totaled by payment method.  So I do make a Custom Transaction Detail Report.  When Customizing the report, on the Display Tab I make sure to show payment method column, and have the report total by payment method.  On the Filters tab, I choose only Undeposited Funds for the account, Transaction Type include only Sales Receipts and Payments.  

 

What I noticed is that any payment recorded through Customer Payment isn't assigned with a class so if I choose specific classes they aren't included.

 

We use the cash basis accounting method.  But we do have accounts receivables.  So my question is:  is there a workaround for recorded payment when they are paid while recorded the payment method so it will show up in the Customer Center area as a payment and I can assign a class to the payment?  Is there a different report I can do?

 

Please, Please, Please add classes to Customer Payments.  This would be super helpful for reports we need to make.  

    1 reply

    MorganB
    March 15, 2024

    Thanks for joining us here in the Community, karmijohn.

     

    I'm here to provide some info about adding classes to customer payments in your QuickBooks Desktop account.

     

    While there are many options for customization in the Desktop platform, there isn't currently a way to add classes to customer payments. I can see how this would be beneficial to you and other companies. I recommend submitting feedback to the Product Development Team for review. This can be done directly through your account by selecting the Help tab in the top menu, and choosing Send Feedback Online

     

    Once you've done that, keep an eye out on the Firm of the Future site for news about product updates and feature releases as many of these come directly from great user suggestions like yours. Please feel free to reach back out in the comments below if you have any other questions or concerns.