List of Annual, Quartely Monthly and Single Donation Donors

Hi @sjo007,

Welcome to the Community. I can share some suggestions on how you can come up with the details you need in QuickBooks Online.

There are two reports you can run to get the information you need in the system. I recommend using the Donor Contact List and Transaction List by Donor report.

Before you start running them, you need to go to each of your donors' profiles. I suggest adding a note stating if they are regular monthly, quarterly, or annual direct debit donors.

Here's how:

1. Click Sales on the left navigation bar.
2. Go to the Donors tab.
3. Click the donor name.
4. Hit Edit.
5. Go to the Notes tab.
6. Enter the information. 
7. Hit Save.
8. Repeat the same steps for the other donors. 

Once done, you can proceed by running the Donor Contact List report. You can customize it to only show the names and notes.

Please follow these steps:

1. Click the Reports tab at the top menu bar.
2. Scroll down and select Donor Contact List under Sales and customers.
3. Click the small gear icon next to the export icon.
4. Put a checkmark to Note and Donor. 
5. Hit Run report.
6. View the details. 

For the amount they donated, you can use the Transaction List by Donor report. It shows all the transactions related to the donor.

If you need to merge both of the reports, you can export the data to Excel (see screenshot below). This way, you'll be able to combine the data manually.

I've also attached an article you can use to learn how to automate and share custom reports in QuickBooks: Customize reports in QuickBooks Online.

Drop me a comment below if you have any other questions about running the reports. I'll be happy to help you some more.

Wow - huge thanks for this and it sounds that this will solve my issue.

Many thanks for the quick reply - much appreciated !!