Reports that total by payment method for a specific class.
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.
