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kawatson-cox-net
Level 1

Ministry donations were entered as Sales Receipts or Deposits. I am unable to print donor statements for Deposits. What is the easiest way to correct w/o duplicating?

This is for the full year
Solved
Best answer February 27, 2021

Best Answers
BigRedConsulting
Community Champion

Ministry donations were entered as Sales Receipts or Deposits. I am unable to print donor statements for Deposits. What is the easiest way to correct w/o duplicating?

QuickBooks won't create proper and compliant donor statements in any case.

You can print them with our BRC Donor Statements - QB Online  - even if you recorded your donations as deposit.

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2 Comments 2
RCV
QuickBooks Team
QuickBooks Team

Ministry donations were entered as Sales Receipts or Deposits. I am unable to print donor statements for Deposits. What is the easiest way to correct w/o duplicating?

Thanks for checking in with us, kawatson-cox-net.

 

In QuickBooks Online (QBO), we can print the statements on the All Sales page. Then, filter the transaction to statements only and batch print them. Let ms sow you how"

  1. Go to Sales on the left side menu.
  2. Choose All Sales.
  3. Tick the Filter drop-down.
  4. Hit the Type drop-down and choose Statements.
  5. Tap Apply.
  6. Place a checkmark on the statements. 
  7. Click the Print icon.
  8. Press Print.

To print the deposits, we can run the Deposit Detail report. Just follow the steps below:

  1. Go to Reports on the left side menu.
  2. Enter Deposit Detail in the search field.
  3. Choose the data in the Report period.
  4. Tick Run report.

To correct the transaction, we can go to the bank register to edit them. Here's how: 

  1. Go to Accounting on the left menu.
  2. Select Chart of Accounts.
  3. Find the bank account you put the deposit into and select View register.
  4. Search for the transaction and select it to get more details.
  5. Tap Edit.
  6. Do the necessary corrections.
  7. Hit Save and close.
  8. Press Yes to confirm.

Then, repeat the same steps to another transaction. To learn more about recording deposits, see the Record and make bank deposits in QuickBooks Online article.

 

Once done, you can start reconciling your account in the QuickBooks Online. Feel free to visit our Banking page for more insights about managing your bank transactions.

 

I'd like to know how things going after performing the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Take care always.

BigRedConsulting
Community Champion

Ministry donations were entered as Sales Receipts or Deposits. I am unable to print donor statements for Deposits. What is the easiest way to correct w/o duplicating?

QuickBooks won't create proper and compliant donor statements in any case.

You can print them with our BRC Donor Statements - QB Online  - even if you recorded your donations as deposit.

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