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Kim Simons
Level 1

Bank deposits

we are a non-profit that receives unrestricted donations from various external platforms and check payments.  I enter the donations via the bank deposits form and select a donor name from the list of donors (or add a new one).  Unfortunately, the donor name doesn't appear on reports.  Is there a work around that doesn't require me to enter an invoice for every donation and then apply the payment to that donation?

 

If not, then Quickbooks online is really useless for non-profits as we are required to report the $ value of donations by donor and entering an invoice and then applying a payment to it is utterly inefficient.

Solved
Best answer September 14, 2021

Best Answers
Rubielyn_J
QuickBooks Team

Bank deposits

I can share with you some alternatives to record donations without creating an invoice, @Kim Simons

 

You can enter a donation as a sales receipt or bank deposit in QuickBooks Online. In doing so, ensure to associate this with the customer's name. 

 

If you record the contribution as a bank deposit, you can pull up a transaction list by customer. To do this, here's how:

 

  1. In your QBO account, go to the Reports menu at the left panel.
  2. In the Find report by name field, search for Transaction List by Customer.

  3. Select the date and the group. 
  4. Click the Customize button if you wish to add some filters to your report. 

  5. Once done, click Run report

 

If you enter the donation as a sales receipt, you can generate the Sales by customer report or other sales report in QuickBooks Online. For more insights about the process, please check out this article: Run reports.

 

Additionally, you can memorize your report to save it with its current customization settings. 

 

Hope the alternative is relevant for you. We'll be glad to hear more from you if you have additional suggestions that we can take note of. Stay safe and take care.

View solution in original post

6 Comments 6
Rubielyn_J
QuickBooks Team

Bank deposits

I can share with you some alternatives to record donations without creating an invoice, @Kim Simons

 

You can enter a donation as a sales receipt or bank deposit in QuickBooks Online. In doing so, ensure to associate this with the customer's name. 

 

If you record the contribution as a bank deposit, you can pull up a transaction list by customer. To do this, here's how:

 

  1. In your QBO account, go to the Reports menu at the left panel.
  2. In the Find report by name field, search for Transaction List by Customer.

  3. Select the date and the group. 
  4. Click the Customize button if you wish to add some filters to your report. 

  5. Once done, click Run report

 

If you enter the donation as a sales receipt, you can generate the Sales by customer report or other sales report in QuickBooks Online. For more insights about the process, please check out this article: Run reports.

 

Additionally, you can memorize your report to save it with its current customization settings. 

 

Hope the alternative is relevant for you. We'll be glad to hear more from you if you have additional suggestions that we can take note of. Stay safe and take care.

Kim Simons
Level 1

Bank deposits

Perfect!  Thank you!!

sbaker1
Level 1

Bank deposits

Can you also tell me how to do this with QuickBooks Desktop?

 

Thanks!

Angelyn_T
QuickBooks Team

Bank deposits

Hi there, @sbaker1

 

You can use the same report as QuickBooks Desktop (QBDT). I'll guide you on how to pull it up from your QBDT file.

 

  1. Open QuickBooks.
  2. Go to the Reports tab, then click on Customers & Receivables.
  3. Tap on Transaction List by Customer.
  4. Customize the report through the Customize Report tab.
  5. Hit Refresh.

 

If you've used deposits to track the donations, you may also run the Deposit Detail report.

 

  1. From the Reports tab, click on Banking.
  2. Tap on Deposit Detail.
  3. Then customize the report to get the information you need.

 

I'm adding this link for more tips about personalizing your reports in QBDT: Customize reports in QuickBooks Desktop.

 

Moreover, you can save the current customization settings of your reports for future use. Use this article as your guide: Create, access and modify memorized reports.

 

Leave a comment below if you have any other questions about QBDT reports. I'm always here to help. Have a good one!

sbaker1
Level 1

Bank deposits

Thank you.  The Deposit Detail report is what I needed.  Thanks so much!

BigRedConsulting
Community Champion

Bank deposits

You can create real donor statements, even when recording donations as deposits, using our BRC Donor Statements - QB Online tool. It will create statements with many options to choose from that are ready to print and mail.

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