Query customer receipts not linked to AR Invoice

Greetings, @simon84Heichal. 

It's great to see a new face here in the Community. Let's work together to figure out what would be best to show transactions/details in a customer's transaction list. 

To clarify, how are you enter the donations in your QuickBooks Online account? 

Other additional information like screenshots will help to determine a solution for this situation. Hit the Reply button below when you're ready!

Hello,

I enter the donation as a bank deposit, making sure to specify the "Received From" to be that of the specific donor.

We're glad to have you back. Also, we appreciate the information you've added above, simon84Heichal.

All transactions made by a particular donor will show up from the Customers tab. I'll help you review the deposits you've tracked to your donors. Here's how:

1. Go to the Sales menu and select the Customers tab.
2. Click the donor's name.
3. Click the Filter drop-down arrow. 
4. Select All Plus deposits.
5. Choose appropriate date.
6. Hit Apply to reflect the changes.

Here's an attachment for your visual reference:

In addition, if you want to change the customer label. You can go to Accounting and Settings. In the Advanced tab, choose Donor under Other preferences.

You can always check these articles for more tips and information about handling sales transactions:

• View sales transactions.
• Invoices and payments

Still need my help viewing other transactions you've made or anything related to QuickBooks? Please notify me below. I'm right here with my colleagues to assist you anytime, simon84Heichal. Have a good one!

@simon84Heichal  RE: Is there a way I can drilldown on each customer/donor, such that it lists each donation made? I know that the relevant data has been entered (i.e. cash received, specified by customer & date), so I would think there should be a way to modify the Customers' tab in QB to allow for such a query. 

There likely isn't a way to do that when using QB Online.

However, you can both see the donation data entered as deposits and create donor statements to send to your donor-customers using our BRC Donor Statements - QB Online  (or our BRC Donor Statements - QB Desktop when using QuickBooks Desktop).