We have a capital campaign underway and will receive pledges for future years. Can I customize a report to show the amounts due by customer (donor) by years to come?

Yes, you can customize a report to show the amounts due by customer (donor) by years to come in QuickBooks Online (QBO), @debbie-werner. I'm here to guide you how.

You can pull up the Transaction List by Donor report. Then, filter the Report period (This Year, Next Year, or Custom) and A/R Paid option to Unpaid. This way, you're able to show donor balance due by year. To do this, here's how:

1. Go to the Business overview menu, then select Reports.
2. In the search field, type in Transaction List and choose Transaction List by Donor. 
3. Click the Customize button.
4. Set the Report period.
5. Go to the Filter section and select Unpaid from the A/R Paid option.
6. Select Run report.

    

Once you're done, you can either export the customized report or memorized it to save its current customization settings. This way, you can access the said report any time.

Also, it's easy to keep track of the fund donations you receive from your donors in QBO. Depending on how you receive them, you can record and track them as a sales receipt, bank deposit, or pledge. To know more about this, I'd recommend checking out this article: Track funds you receive from donors in QuickBooks Online.

Let me know if you have other reporting concerns and questions about managing pledges in QBO. Don't hesitate to drop a comment below, and I'll gladly help. Take care always, @debbie-werner.

Hello and thank you for that.  More specifically, I am trying to create a report that shows all donors that have made pledges and to show the spread for years to come in seperate columns:

donor X   total pledge     2021          2022          2023

                  7,500              2,500          2,500        2,500

donor Y        500                  250             250

Total           8,000               3,000           3,000       2,500

and so on.  I see that tag words can be used to pull the future years on one report but I am not sure how to get all the future years to print in columns.  The goal is to see what total donations are to come in 2022 and 2023 with a listing by donor.

Thanks for following up with those details, debbie-werner.

I'd be glad to provide some additional info about customizing your pledge report.

To make sure the pledge amounts are included as columns on the report you can:

1. Click the gray Customize button in the top right corner.

2. Select the drop-down arrow for Rows/Columns.

3. Make sure the box for Amount (or Pledge) is checked.

4. You can also rearrange the order of columns if you'd like and then choose Run Report in the bottom right corner of the panel.

For even more info I recommend checking out the following linked article: Customize reports in QuickBooks Online

Please don't hesitate to reach back out if you have any other questions. Take care!

I can only choose 1 column to show up at a time. I would like to show 3 columns for the years 2021, 2022 and 2023...do I need a QB advanced software package to get more than one column to show?

Hello there, @debbie-werner. I’ve got some information for you on adding more than one column in a report in QuickBooks Online (QBO).

The option to show 3 columns in QBO is unavailable. But we can export your reports to Excel from QBO. This way, you can compare your transactions by year easily. Here how:

1. Go to the Reports menu.
2. Look for and select the report you want to export.
3. At the top of the report, select the Export icon. Then select Export to Excel.
4. Save the file somewhere you can easily find it.

I've got an article with a video that shows how to add columns to reports. This will help you compare your customers and time periods in QBO.

You can check out this article about Smart Reporting powered by Fathom. It helps you see exactly how well your business is performing. 

Additionally, you can use this article to know how to memorize a report in QBO.

If you have any other questions or concerns besides adding columns in reports, please don’t hesitate to let us know. We’re always here to help. Take care!

  Will someone kindly explain how to track donor pledge detail in QuickBooks Desktop Premier Plus?

Thank you!

 Best,

Julie Lamoreaux

Concord Art Association

I'm here to provide some insights on how QuickBooks tracks donor pledge, kigfop.

We have several different versions of accounting software, including a version for nonprofit organizations known as QuickBooks Nonprofit. 

One feature of QuickBooks Nonprofit is the ability to add pledges to the account. Adding pledges uses the same interface as creating invoices, which includes all of the functionality of the invoice generator. 

You must have the QuickBooks Desktop Premier- Non-profit edition to enjoy tracking pledges by adding donors as customers. 

QuickBooks uses the customer list to hold information about the people and companies to whom you sell your products and services.

Here's how:

1. Choose Customers at the top, then select Customer Center.
2. At the top of the Customer Center, click the New Customer & Job drop-down arrow and select New Customer.
3. Enter the needed details and click OK to save.

Then, you can create an invoice or sales receipts to record donations.

Let me know if you have additional questions by commenting below. I'll be right here to provide the information that you need.