QB Issue Resolution:
Let’s understand Perspective: if you use a Customer report, the”name” is Customer. Period.
A Source name comes from, for instance, Unbilled Costs by Job, where the Payee name is the Vendor (source) and on the Details you Job tracked the items, which makes the customers Target Names.
“We do not use invoicing so the payment is received as a bank deposit”
That is your Oversight. Use Sales Receipts.
Invoice = unpaid for the date of sale, I need to track that I am owed, the payment comes later, and it is its own Dated event as Receive Payment.
Sales Receipt = charges are also paid for this One Date. And now you have a Customer Name on a Customer Transaction for Sales reporting and tracking.
“and post received from but does not show up in the transaction by customer report.”
Because you are “doing some Banking.”
Resolution for Issue 'customer transaction report' available: Yes (Solved).
Source: Intuit Community forum.
customer transaction report: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Customer
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