I would like to be able to view the donor field in my register, is this possible?

I have to edit every tranaction so I can add the donor.

Good day, dhillis802.

Let me provide you with some insight about adding the Donor to your register.

The option to add the Donor field is unavailable in QuickBooks Online. As a workaround, you can utilize the Memo field and enter the donor's name from there.

I'll show you how:

1. Go to Banking in the left navigation bar.
2. Click the Go to bank register hyperlink.
3. Click on the transaction to add the Donor name, then choose Edit.
4. Select Save.

I’m adding some links that provide information about managing in-kind donations and monitoring funds received from donors. These resources outline the complete steps on how to perform these tasks.

• Set up and record in-kind donations.
• Track funds you receive from donors in QuickBooks Online.

Keep me posted if you have any additional questions about managing donors in QBO. I've got your back.

I was hoping there was a view setting that I could turn on so I didn't have to edit every transaction in order to assign a donor to it.  At the moment, I have to edit every single transaction just so I can add the donor.  We track costs against a donation so I can't just put it in the memo.

Hi dhillis802!

I see the convenience of being able to add donors to transactions in a register. This is actually possible. All you have to do is click on a transaction, assign a Payee, and click Save. There's no need to open every transaction.

On the other hand, you can check out articles for QuickBooks Online on the main support page. You may click on Training and choose Tutorials (videos) if you're into clips.

If you have other concerns about your donations, feel free to go back to this thread.

I guess I'm not explaining my problem correctly.  Here's what the transaction looks like in the register before edit and after edit: 

Good evening, @dhillis802. 

Thanks for reaching back out and giving us those screenshots. Allow me to give you some additional insight. 

To clarify, there isn't a way for you to edit the fields on the register. However, you can always send feedback to our Product Developers so they can consider this in the near future. 

Feel free to review our Blog site to keep up with what's new in the product. 

If you have any other questions or concerns, don't hesitate to ask. I'm always here to lend a helping hand. Have a splendid day! 

@dhillis802 ,

Try this... it's not the register, but it's a report that will show you which expenses have and have not yet been assigned to a donor.  Using a small date range may be preferable if you have many donors.

1. Click Reports from the left sidebar.

2. Type Expenses by Vendor Summary in the Find Report by Name box.

3. Choose appropriate Report Period.

4. Display columns by Donors.

5. Run report.

6. Use the Not Specified column as a guide for which transactions may still need assignment.

7. Save customization if this produces a useful report so it will be there for the next time.

Or, try this...

1. Click Reports from the left sidebar.

2. Type Transaction Detail by Account in the Find Report by Name box.

3. Choose appropriate Report Period.

4. Click Customize (upper right)

5. Click Change Columns and tick Donor.

6. Click Filter and tick Transaction Type, then use pulldown to the right to select Expense (or click all boxes that apply to your situation)

7.  Run report.

8.  You may also go back into Customize and deselect columns that you don't need.

9.  Run report after each additional customization to see results. 

10. Save customization if this produces a useful report so it will be there for the next time.

The Donor field and the Payee field are actually 2 different fields.  As a non-profit, you may have bought something from Amazon but you want to use a specific donation to pay for the product, so you assign a donor on that specific transaction.  You can then track the amount of money that has been spent out of a specific donation and how much money is left of that donation.