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gstuart
Level 2

A donation I entered in the register does not show up under that Donor when I display Donors on the Sales menu. Why is the Donors transaction area empty?

 
3 Comments 3
TirzahC
Level 5

A donation I entered in the register does not show up under that Donor when I display Donors on the Sales menu. Why is the Donors transaction area empty?

I can shed a light on that, gstuart.

 

It could be that the donation wasn't included in the filtered transaction that's why you're unable to see it. To isolate the issue, please make sure the filters are set All. Here's how:

  1. Go to Sales menu, and then select Donors tab or Customers tab.
  2. Open the Customer profile, and then go to the Transaction list tab.
  3. Select the Filter drop-down menu and set to all option. 

Alternatively, you can open the donation in your account register and make sure that it was posted to the correct donor.

  1. Go to Accounting menu, then select Chart of accounts.
  2. Open the account register holding the transaction.
  3. Click the View register link from the Action column.
  4. Find and select the donation to expand the view.
  5. Verify the donor of the transaction.

 I'm also adding this related article about donations in QBO: 

 

If you have any further questions, don't hesitate to ask. Thanks for being part of the QuickBooks family.

gstuart
Level 2

A donation I entered in the register does not show up under that Donor when I display Donors on the Sales menu. Why is the Donors transaction area empty?

@TirzahC,

 

Thanks for the suggestions, but that's exactly what I did to discover the problem.  So it's not yet resolved.

 

If I can select the Donor from the drop-down in the Register view for the bank account then obviously that transaction should appear in the Transaction Log for that donor.  But it's blank, so there's an issue.

 

Geoff

Candice C
QuickBooks Team

A donation I entered in the register does not show up under that Donor when I display Donors on the Sales menu. Why is the Donors transaction area empty?

Good morning, @gstuart

 

Thanks for reaching back out to the Community. Allow me to provide you with some information about this subject. 

 

Performing some troubleshooting should do the trick. Using a private browser or incognito window can help eliminate any glitches that are occurring in the system. Here's how depending on the browser session: 

 

  • Google Chrome: Ctrl Shift 
  • Internet Explorer/Firefox: Ctrl Shift 
  • Safari: Command Shift 

 

If this works, go back to your regular session and clear your browser's history. This will allow QuickBooks to load as a fresh new page. If not, then I recommend contacting our Customer Support Team for further investigation. They'll be able to use other tools to locate the issue and help you fix it. 

 

I hope these details helped resolve your issue. If you have to get in touch with support, just let me know what they say. I want to make sure that you're able to get back to running your business. Bye for now! 

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