I use Invoices in Quickbooks Pro 2006 and need help with doing a report. I have set up a report to show my customers name, date of purchases and amount of purchases. I am trying to set it up so that after 12 purchases, the customer will receive a free bonus. Is there any way of doing a report so that I do not have to scroll from A to Z to find customers who had 12 purchases? Any suggestions would be appreciated.
I don't know of one (there may be), but I'd make the CUSTOMER keep up with their eligibility for a prize.
Here's the weakness in your plan: Assume there's no such report and you DO have to manually scan some register. What will you do when you have 10,000 sales per month?
It is quite possible that the combination of an QB ODBC driver, Crystal reports and someone that knows what they are doing can produce such a report.
Just had a brain fart. You owe me big time. Create a custom customer field called Purchase Count. Add this field to your invoice form. Each time you make a sale manually increment this field. When the number reaches 12, Bingo. Granted not very sexy but in a pinch do waka do.
I handle the books of a political compaign. In order to make sure campaign contribution limits do not exceed the limits mandated by law I use a custom field called Running Total just for this purpose.
Maybe you can answer a nagging question. When the total for the donor "Anonymous" reaches the statutory maximum, how do you decline/return the excess?
Issue a refund check.
How about exporting the report to Excel, and then sorting the report on the "# of purchases" column in descending order?
Cool! Assuming the check's never cashed, the campaign keeps the money.
Proving, once again, that money will flow to politicians irrespective of the legal hurdles.
OH! I thought you were talking about an actual person called Anonymous. No contribution can be excepted without the persons name, address, occupation, employer and employer's address. Any who the campaign I am treasurer for is not the type that gets "anonymous", contributions.
Not true. The campaign does not get to keep the money.
In Virginia (and I suspect in most if not all other states) the uncashed check becomes Unclaimed Property and must be turned over to the state to go into their Unclaimed Property system. This is true for any company and any type of check- vendor, payroll, refund, etc. The state retains the money so it is available to be claimed by the rightful owner in the future.
Also as Allen Martin stated, I expect it is illegal to accept anonymous contributions to a political campaign given current laws regarding campaign contributions.
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