Hi all, I am struggling with this also.  We are a small community association and I currently have to keep a membership in excel seperate to Quickbooks, even though all the info is in Quickbooks, as I can't get a report that shows, Name, Address, Phone, Email and amount contributed.  I can only get contact details, or just the name with the membership fee amount. It is quite frustrating to have to enter the same info in two places and can lead to errors or omissions.