Dear Quickbooks Community,
We have started to label our customers' payments with the respective "Payment Method". Now, of course, we would like to create corresponding reports for this.
A desired requirement is to create the sum of all income from the previous week, broken down by payment method.
However, if we start a report "Profit & Loss (Detail)" and specify the field "payment method" as an additional evaluation field, then the assignment is not made correctly. While the payment method "bank transfer" is evaluated correctly, this is not the case with "cash". Although the individual transactions are correctly marked with the payment method "cash", they are treated as if no payment method were specified. Even in a detailed report where the colum "payment method" is displayed separately, the specification "cash" does not appear in the corresponding column, the field is displayed as empty.
However, if the single transaction is then called, the entry correctly entered with "cash" appears here again. By the way, it is possible to select the correct payment method for the report "Transaction List by Customer", but we would also need this option for the "Profit & Loss" evaluation.
Is there a way to do this? Many thanks in advance for all suggestions
Albert [removed]
