It's nice to see you here in the Community, @mjbean0.
Currently, there isn't an option to generate a donor contact list with their YTD contributions. However, you can run two different reports, such as Donor Contact List and Sales by Donor Detail. Then, export these reports to Excel and edit the data from there.
Here's how to pull up these reports and export them to Excel:
You can visit these helpful articles on how to generate and export reports within the program:
In case you want to have a breakdown of your sales or contributions, you can customize the Transaction Detail by Account report by going through this link: Customer Sales and Member Contributions Report.
This will help you get the right reports with the information you need, @mjbean0.
I'm here anytime you have other reporting concerns. Have a great day.
If you are attempting to create donation statements to send to your donors, QB won't do that. Instead, use our BRC Donor Statements - QB Online which will.