Thanks for visiting the Community, @givingbacklife-p.
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 a donor list with the name of donors, contact information and the latest contribution date is currently unavailable. You have to run two different reports like Donor Contact List and Sales by Donor Detail.
The first one provides information such as name, address and phone number. While the latter can show you the summary of contributions.
Pull up the reports in QuickBooks by following the steps below:
Here’s an article for more information: Run reports in QBO.
You can export these reports to Excel and edit the data from there. Let me show you how:
Check out the video tutorial on this article for visual reference: How to export reports to Excel.
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!
Thank you for your prompt and thorough explanation. It confirmed the limitation I encountered in QuickBooks and highlights an opportunity to improve the donor listing report. From a small non-profit organization perspective, it would be very helpful to include the last contribution or transaction date as an optional field in the donor lists. The "sales by customer detail" report can provide that information, but it could entail running a report that spans several years and then manually comparing the donor list with the detailed sales report. One of the advantages of adopting a data-driven application like QuickBooks is avoiding the need for manual comparisons between fields in the QB database. Adding the last donation date to the donor list report would be a much appreciated and value-added enhancement.
Allow me to step in, givingbacklife-p.
I appreciate your thoughts about the donor report in QuickBooks Online (QBO). I'm here to give some insights on this.
QBO offers pre-created reports you can customize to show the information you need the way you want to see it. Set the report to All Dates to show the last contribution in the Customize section.
Just open the report, click on Customize, and select All Dates under Report period. You can also check out these articles for your reference:
We're always looking for ways we can make QBO better for all users. By sharing your concern here in the Community, our app developers are pushing the envelope to improve the product's features to meet your needs.
You can always check back for any product updates and feature enhancements through our website: https://quickbooks.intuit.com/blog/.
That should do it. Please let me know if you have other questions. I'm always around to help.
Hi all, I am struggling with this also. We are a small community association and I currently have to keep a membership in excel seperate to Quickbooks, even though all the info is in Quickbooks, as I can't get a report that shows, Name, Address, Phone, Email and amount contributed. I can only get contact details, or just the name with the membership fee amount. It is quite frustrating to have to enter the same info in two places and can lead to errors or omissions.
Good day, joanneKing.
I understand that you need a report that shows the customer details and the and amount contributed. There are different reports that we can pull up that shows this information.
The best option I can suggest is to pull up the recommend reports mentioned above. Those are the Donor Contact List and Sales by Donor Detail. Then, you can customize them to get the specific data you need.
Also, I've added these articles to learn more about reporting in QuickBooks Online:
I'll be here if you need anything else. Wishing you all the best!
customer sales by detail report is null for me. no entries.
yet when I run the transaction list by customer for the same date period all the transactions appear.
I would like to export full info on donor (name, address, contact info) and date/amount of donation for the period 4/1 - 6/30.
[email address removed]
I also need this report and it is time consuming and silly to have to pull two reports when quickbooks could add the option to the sales by donor detail report to actually include the option to have the phone number and email in that report!!!
Hi there Alex,
Thanks for your response. I have been unable to modify either of the reports to get the information that I need all on one report. I assume then, that is is not able to be done through quickbooks.
I'm also incredibly frustrated that I can't find a way to run a report that includes donor name, mailing address, and amount donated for the year. With the amount I'm paying for QBO every month, they should be able to include this report available (even if I have to use the Customize feature to create it myself).
We appreciate the feedback regarding this matter, melanietaylor.
We'll share your feedback to our development team. This would help us improve the program to suit your business needs especially when pulling up information through reports.
For now, the workarounds and report customization provided on the earlier responses are they way to get the data you need.
We'll be glad to hear more from you if you have additional suggestions that we can take note of.
It would be SO USEFUL to be able to run a report with the donor name, address, and amount donated by product/service and date range. It's insane to me that this is not already available, as the data exists in QB. For a small nonprofit, that report would make it much easier to do simple things like a mail merge for donor letters, which right now takes combining data from multiple reports. Please fix this QB!
I totally agree Willow, about 15 years ago I moved from MYOB to Quickbooks because the reporting was so much more customisable. I would tell everyone that QB reporting is so much better when they asked which one I prefer. I am wondering if Zero is now the best at reporting? I will look at options in Zero, I have a few friends that run it and I will get back to everyone and let you all know.