I am hoping to compile a report by country of members in an organisation I run the accounts for on QB Regular 2006. This is not the problem but I want the report to be limited to those members who have paid their annual subs from a certain date. I have got a bit stuck on this and hope someone can help me out please.
In his posting of Mon, 15 Oct 2007, Allan Martin writes
Perhaps I am not being clear We have members in many countries and their country of residence is included in their customer details. I need to print out a list of those members who have paid their subs between two dates and have them listed by country as well
If I personally had a need for this type of report or a client of mine, then I would explore the use of custom fields as a means of filtering out the information required. I'm too busy playing Halo 3 to delve into this issue in any more detail.
Richard, the only problem with using a custom field is that it will not automatically fix prior sales. You would have to add the field to the invoice (make it non-printing if necessary) and any invoice after that with the custom field keyed in will have the capability of being sorted by that custom field.
For example, I began doing this in March of 2005. In my custom field (Sales Location) we want to be able to separate "USA", "Canada" and "Foreign" sales so for each customer we went in and filled in this field. I then edited the invoice and added the custom field so when I pulled their sales, I could also show Sales Location to total these areas. I then had to go back through January & February and enter the fields on those invoices so that I had correct information for the entire year. Everything new comes up on the invoice with the custom field already filled in.
It was a pain to get started but it has worked great since I got it set up.
Which is why I droped the magic words "Custom Fields". In any event your previously posts did not have enough detail for an absolue solution to be given without a lot a assumptions being made by any responder.
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