Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
We're using QBO to manage a nonprofit. We get donations, which are often deposited in batches. We split each deposit by donor, which we list as customers. We enter the address and contact information for each donor (customer) in the QBO customer database.
We'd like to be able to run a report on each deposit that includes:
Each donor (customer) with their address and donation amount.
Can that be done? I can see a deposit breakdown that includes the customer name and their donation, but no way to incorporate their address.
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:
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:
To show the deposits only, here’s how:
To see the Donor’s name (customer), you’ll want to add a column to your report. Simply follow these steps.
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here