Need to generate tax receipts for customer payments.How can I modify existing reports, or create a custom report to do this in Pro 2014. Urgent.

I need to generate tax receipts for a child care business. My first choice was a customer statement, but I need to exclude the invoice information from the statement.  How can I do this?  An alternative, which provides me what I need, is to use a Sales by Customer Detail report, but QB does not seem to allow a page break between customers. Can someone please assist?  This is rather urgent as I need to get receipts out within a few days. Thanks.


We have customers in Canada that use our BRC Donor Statements app to create these statements.  It will read your QB data directly and create statements with all the legal bits required in the US and Canada, as well as your custom text messages to your clients.

Was this answer helpful? Yes No
2 additional answers

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.