Hello
We are a small UK charity and rely for our existence on donations from our followers; we receive a large number of donations (standing order transactions and one-off donations) which are eligible for us to claim Gift Aid from HMRC. For the last 25 years we have used Quickbooks Desktop to generate a report that we customised to filter all transactions which are eligible for Gift Aid. We did this primarily by setting a filter to pick up a line in the 'Additional Info' Customer fields that was ticked 'Gift Aid Declaration', and were also able to filter the relevant accounts very easily.
We were then able to generate a report which, when exported as a csv file, we could adjust in order to fit the template required by HMRC. None of this seems super-complicated at first glance, yet Quickbooks Online does not allow us to do this easily, since those Customer fields for adding Additional Info are not the same as in QB Desktop. In fact they are set up to include a VAT reg. number, a UTR number and an opening balance. Would it be possible to include a field with an access code for HMRC for making a quarterly Gift Aid Claim, and to create the relevant links with HMRC? I will offer this as an idea for Quickbooks to pursue if this would help, as I imagine there may be thousands of charities who are able to claim Gift Aid.
