QB Issue Resolution:

Currently, there isn’t a specific report that allows you to filter customer payments above $5,000.

 

As a workaround, you can customize the Transaction List by Client report and export it so you can further customize it from there.

 

Here’s how:

 

  1. Click Reports.
  2. Search for Transaction List by Client.
  3. In the Report period section, customize the date range of your fiscal year.
  4. Click Customize.
  5. Under the Filter section, select Payment and Sales Receipt from the Transaction Type drop-down menu.
  6. Hit Run report.
  7. Then, click the Export icon.
  8. Select Export to Excel.

1.PNG2.PNG3.PNG

From the MS Excel, you can sort/filter the customer payments from highest to lowest to figure out the amount over $5000.

 

I’ve got you an article for your reference: How to Customize Reports.

 

Also, I want to let you know that we’re taking note of your feedback and suggestions to improve the experience we’re providing.

 

Please let us know if you have any other questions with QuickBooks Online. We’re always here to help.

Resolution for Issue 'How do I generate a report to show contributions over $5,000, by customer, for Schedule B of our 990? I am using QuickBooks Online, Nonprofit. When completing the 990 report, we need to provide a list of contributions over $5,000 received during the fiscal year. The reports needs to be listed by customer. Is there a standard report than can be customized for this purpose? I haven’t found one that will allow the amount field to be customized to a “greater than” filter.' available: Yes (Solved).
Source: Intuit Community forum.

How do I generate a report to show contributions over $5,000, by customer, for Schedule B of our 990? I am using QuickBooks Online, Nonprofit. When completing the 990 report, we need to provide a list of contributions over $5,000 received during the fiscal year. The reports needs to be listed by customer. Is there a standard report than can be customized for this purpose? I haven’t found one that will allow the amount field to be customized to a “greater than” filter.: 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 customize the Transaction List by Client report
Quickbooks Repair Pro will resolve it efficiently and affordably. Guaranteed resolution of your issue, or you pay nothing!

Error Recovery for customize the Transaction List by Client report [Canada]
E-Tech is the #1 Quickbooks data migration and Conversion service provider.

Get 50% off Quickbooks Online

Click Here for 50% off!

Additional Support Options: