Statement for Donor contributions.

I appreciate you for sharing a detailed explanation of your concern, ixAmjadxi. Let's work together to run and modify the report that you're looking for.

The Revenue by Donor Summary only shows the revenue minus your expenditures (net income) for each donor, not the lists of transactions. To view each contribution you receive, we can run the Transaction Detail by Donor instead. I'll show you how:

1. Go to Reports.
2. Type in Transaction Detail by Donor in the Search field.
   
   
3. Click the Switch to classic view button to easily personalize it.
   
   
4. Select Customize.
   
   
5. In the Report period section, enter the correct dates.
   
   
6. Then, choose Change columns to decide how you like to display the data.
   
   
7. On the Filter part, click Transaction type and add the entries you want to view under All. 
8. Modify the other filters.
9. Once done, hit Run report.
   
   

You also have the option to access and personalize the Transaction Detail by Account as an alternative. For visual reference, I've added a screenshot below.

If you still want to pull up the Revenue by Donor Summary data, please ensure the correct Accounting method (Cash or Accrual) is selected. It could be the reason why it's empty. 

Finally, QuickBooks Online provides the flexibility to export your reports to Microsoft Excel. It allows you to use your data outside of QuickBooks or modify how the details are displayed.

Please know that you're always welcome to reach out for further inquiries about the process. I'm always ready to assist you.

QuickBooks Online won't create real donor statements.

When you're ready do to that, one way is to use our BRC Donor Statements - QB Online, which uses a collection of reports send from QB Online to Excel to collect and reformat the donation data into proper donor statements. It will include donations entered in various ways, including those entered as sales receipts and deposits. 

The tool includes a free trial, so you can try before you buy. No strings attached.

Hi,

Thank you for your detailed reply, although when I search for Transaction Detail by Donor, I couldn't find it. Is it something I need to build from the scratch?

Thank you!

Hi,

Thank you for your detailed reply, although when I search for Transaction Detail by Donor, I couldn't find it. Is it something I need to build from the scratch?

Thank you!

Good afternoon, @ixAmjadxi. 

Thanks for chiming back in and giving us additional information. 

My colleague's screenshot and details show a report that is actually referred to as another name that what they stated. They changed the label/name of the report to say donor instead of customer. 

With that being said, I recommend running the Transaction List by Customer report and customizing it to your liking. 

If you have any other questions, feel free to ask. Have a wonderful day! 

Hi @Candice C ,

Thank you for your reply, but even with Transaction List by Customer name I still can't find the report.

Please see below:

QuickBooks itself does not currently include a way to do this natively. We faced the same problem ourselves. After trying many different third-party solutions, none of which met our needs, finally we built our own powerful web app to make it extremely simple to bulk generate beautiful IRS-compliant statements for all your donors as once, or create a statement for an individual donor.

We also have many powerful filters to tailor make statements according to your own criteria.

You can set our app to automatically email statements to each donor, or print a PDF to mail them out as you prefer. Please take a look at www.donorstatements.com

There is no transaction by donor report.  I run a nonprofit, and I can't seem to find a report anywhere that lists both income by donor AND which donor was used for transactions.  I need an itemized list that says what each donor's money was used for.  

There is no transaction by donor report.  I don't understand how there is a way to add which donor you are using money from for a transaction, and yet you can't find a report to run that shows income by donor AND which transaction was linked to donor.  I run a nonprofit and I need an itemized list that shows not only donor income (I can find that), but also shows a list of transactions that were linked to donor.  Some grants/foundations ask for reports to see where their money is going to, it would be nice to have a report to run  to show each transaction so a donor would see where and how their money is being spent.    

Hey there, @HPHH. 

Thanks for chiming on this thread. I'd be more than happy to help you find this list within your QuickBooks Online account. 

To gather some additional information, can you provide me with the names of the reports that you search, "Transaction List by ...?"

This will help us determine why you're not able to see the report and what to do in your next steps. I'll be waiting for your response!