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chaliceabbey
Level 1

how to run a report to see all non-inventory items sold last year

We are a non-profit that uses Point of Sale to take donations.  I need to run a report to see all customers that paid donations and how much during the 2018 year.

2 Comments 2
Charies_M
Moderator

how to run a report to see all non-inventory items sold last year

I'd be happy to assist you to day, chaliceabbey.

 

Let me help you run a report that will show all customer paid donations in QuickBooks Desktop.

 

We can pull up the Donor Contribution Summary Report. This report is use for any donation per Donor Contribution and summarizes how much money was contributed by each donor or grant. You can view this report using cash basis, which will show how much donors have already paid, or you can view this report using accrual basis, which will show how much donors have pledged.

 

Here's how to pull up the report:

  1. Go to Reports.
  2. Click Industry Specific.
  3. Click Nonprofit Reports.
  4. Choose Donor Contribution Summary.

You can also refer to the screenshot below.
 

 

You can check out this article to learn more about Non-Profit Reports in QuickBooks Desktop: Understand reports.

 

Please let me know if you have further questions about this or if you need help with something else. I'm always glad to help.

Anonymous
Not applicable

how to run a report to see all non-inventory items sold last year

If you also need to create donor statements, QB won't do that.

Instead use our BRC Donor Statements - Desktop  app, or for QB Online the BRC Donor Statements - QB Online 

 

Both will use your QB data and create statements from it without any additional data entry.  They can include your custom thank you text, non-profit disclaimer, and other niceties like your signature and logo.

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