How to get a deposit detail report with customer info

Hello, accountant30.

I'll ensure you'll be able to get the right report in QuickBooks Online.

Currently, the option to generate a donor list with contact information, address, and donation amount isn't possible. You'll have to run two different reports like Donor Contact List and Sales by Donor Details.

The first one contains information such as name, address, and phone number. While the latter will show their summary of contributions.

Follow the procedures below to generate the reports in QuickBooks:

1. Go to Reports from the left menu and enter the report name on the search bar to quickly locate it or browse the categories listed.
2. Select the report to open it.
3. Click Customize to only show the information you want.
4. Hit Run report.

Feel free to review this article for more information: Run reports in QBO.

You can also combine two reports by exporting them to Excel. From there, you can personalize it to show only the information you need: Check out this resource for a complete guide: Export your reports to Excel from QuickBooks Online.

 Please let me know if you have other questions. I'm always around to help. Take care.

Thank you. However, when I run Sales by Donor (customer) detail, it comes up blank. I'm wondering if this is because we do not create a pledge/invoice for each donation -- we just split a deposit by the various donations in it.

Do we need to be creating pledges/invoices for each donation in order to track them?

I’m chiming in to share some information about your concern, @accountant30.

To track the donations that you’ve receive, you can pull up an Account QuickReport. You can filter this out to show the deposits and their details.

To begin, these are the steps:

1. On the left navigational bar, go to Accounting tab and then select Chart of Account.
2. On your Checking account, click the drop down arrow beside the View register.
3. Select Run report.

To show the deposits only, here’s how:

1. Click the Customize button beside Save customization.
2. Go to the Filter section, and then navigate to the Transaction type.
3. Check the box and then in the drop down arrow, select Deposit.
4. Once done, click Run Report.

To see the Donor’s name (customer), you’ll want to add a column to your report. Simply follow these steps.

1. Click Customize button and then go to the Rows/Columns section.
2. Locate the Customer field and then check the box beside it.
3. Once done, click Run report.

In case you’d like to print a copy of the report. Simply click the Printer icon beside the Envelope icon.

For visual reference, you can refer on the screenshot below.

As always, you can get back to me if you have other QuickBooks related questions. I’d be delighted to help you. Keep safe.