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bmtfoltreasurer
April 24, 2024
Question

Statement of Activity report does not display name if deposit has multiple line items

  • April 24, 2024
  • 2 replies
  • 0 views

When a deposit has multiple line items, the donor or vendor name does not display in the "Name" column on the Statement of Activity report.  I have confirmed that the "Received From" field is filled for every row on the Deposit screen.  However, if a deposit only has one line item, then the name successfully displays on the report. 

 

I've seen posts with similar issues on other reports.  Is this a known bug?

2 replies

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bmtfoltreasurerAuthor
April 24, 2024

I should clarify that I'm having the issue on the Statement of Activity Detail report.

DivinaMercy_N
DivinaMercy_N
April 24, 2024

Allow me to share some insights about running the report, @bmtfoltreasurer.

 

Since the names entered on the deposit is intended for specific line items, the Statement of Activity Detail report won't display it for it doesn't represent the name of the entry. Also, since the report's primary objective is to show the revenues and expenses of a company, the source will provide details specific to its purpose.

 

As workaround, you can pull up the Deposit Detail report. This will show all deposits linked to a specific name. Here's how:

 

  1. Select the Reports menu and type Deposit Detail in the Search bar.
  2. Click it to open the report.
  3. If you want to add customization, just select the Customize button.

 

I'm always here ready to lend a hand if you have other concerns managing your reports. Please don't hesitate to leave a reply below. Have a good one. 

T
toddjay
January 6, 2025

This is a long time limitation of Quickbooks Online -- it is especially frustrating for nonprofits where deposits are many lines of individual donors and yet you can't see the donor names on reports like Statement of Activity.  Quickbook has been saying for years that they will address but they never do.  They should create a field that can be added to a custom report.

    JoesemM
    JoesemM
    January 6, 2025

    You can share your feedback with our product development team regarding the statement activity and the addition of a new field to the custom report, Toddjay. I'll share the process with you.

     

    We value all feedback and suggestions regarding our products. To share comments or request new features, like adding a field to a custom report, please follow these steps:

     

    1. Go to the Gear icon and select Feedback.
    2. Input your comments or product suggestions.
    3. Click Next to send your feedback.

     

    Our Product Development team will receive your feedback to improve your overall experience with QBO. This dedicated platform allows our developers to prioritize requested features and enhancements based on customer feedback.

     

    You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

     

    To learn more about the different reports in QuickBooks Online and how you can customize them, you can read these articles:

     

     

    Please let me know if you need further assistance with running reports or any feature requests. I'm here to lend a hand. Stay safe.

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