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fsegoria-me-com
Level 1

Trying to do a report for donations by account. Why doesn't Donor Name portion show up for deposits included in a bulk split deposit even though I selected a name?

 
2 Comments 2
ShaniamarieC
QuickBooks Team

Trying to do a report for donations by account. Why doesn't Donor Name portion show up for deposits included in a bulk split deposit even though I selected a name?

Hi there, @fsegoria, and welcome to the Community space.

 

Allow me to share some insights about your concern, why doesn't the Donor name portion show up for deposits included in a bulk split deposit even though I selected a name in QuickBooks Online?

 

Before we proceed, may I know which report you have already run? In case you haven't yet, you can run the "Transaction Detail by Account Report" to show the Donations Account. Please customize the report by adding the account in the column and unchecking the split to avoid any confusion.

 

Here's a photo as a reference:
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Additionally, here are some articles that you can read to learn how to get the most out of your financial reports also memorizing a report allows you to save it with its current customization settings:

 

 

If you require additional guidance about your report for donation by account. Please don't hesitate to respond to this message. Keep safe, and I wish your business continued success.

BigRedConsulting
Community Champion

Trying to do a report for donations by account. Why doesn't Donor Name portion show up for deposits included in a bulk split deposit even though I selected a name?

If your goal is to create proper donor statements, QuickBooks won't do it.

 

However, you can create proper donor statements using our BRC Donor Statements - QB Online , which will include the details of your donations, including those entered as deposits.

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