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WLTreasurer
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I'm running into the same problem of names not populating in the detail report.

 

We are a nonprofit, so the report is a Statement of Activities, not a Profit and Loss. We receive donations, not sales, and have donors, not customers.

 

I deposit multiple checks at one time, putting the donor name in the Received From column, expecting to later be able to sort by this name to see donor history. The Name column shows up empty even though all the data has been entered.

 

Entering donations as Sales Receipts, as suggested, would be an unnecessary extra step and would make matching bank transactions more tedious.

 

Interestingly, when there was an EFT deposit from a donor that downloaded directly into QB from the bank, that person's name shows up in the Name column.

 

This is a serious shortcoming of this online version. I am used to the desktop version which provides MUCH more versatility in how to enter and display information. I'm NOT happy and will probably go back to the desktop if there is not a workaround.

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