How can I create a custom report in QB online plus? I want to export donor data with contact info and deposit info

I'm glad to see you here in QuickBooks, @jennY4O.

I appreciate the steps you’ve taken to get the report you needed. I’m here to make sure you get the right report with the information you need in QuickBooks.

At this time, the option to generate contact info and deposit info is currently unavailable. You have to run two different reports like Deposit Detail and Customer Contact List. 

The first one will show all the transaction types made from the deposit and the total amount. While the latter provides information such as name, address, and phone number. 

1. Go to Reports from the left menu and enter the report name on the search bar to quickly locate it or browse the categories listed.
2. Select the report to open it.
3. Click Customize to only show the information you want.
4. Hit Run report.

Here’s an article for more information: Run reports in QBO.

Once done, you can export these reports to Excel and edit the data from there. Let me show you how:

1. Follow the steps above to run the report.
2. Click the Export icon.
3. Choose Export to Excel.

Check out the video tutorial on this article for visual reference: How to export reports to Excel.

Also, in case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

That should answer your concern for today. Leave a comment below if you have any questions, I’m always here to help. Have a good one!

You probably can't do it with one report.  However, if your goal is to create donor statements to send to your donors, use our BRC Donor Statements - QB Online tool. It uses several reports, first exported to Excel, and combines them to magically create statements that are ready to print and mail, with no further data entry required.