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.

Answer

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.


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