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Best answer March 02, 2024
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I appreciate your prompt response and for performing the steps above, ixAmjadxi. Let me provide detailed insight to make sure you'll get to review each contribution received from a donor during a specific period.
As shared by my colleague CharleneMaeF above, the steps and information are the details you need to view each contribution you receive. However, this data is shown under the Transaction List by Donor report. To guide you with the process, I've included screenshots for your reference:
- In your QBO account, go to Reports and enter Transaction List by Donor report from the search field section.
- Click on the Switch to Classic View button for an easier process.
- Select the Customize icon and enter a specific date under the Report period section.
- From the Change Columns section, choose how you want to display the data.
- Under the Filter dropdown, modify all specific information you need.
- Review all details and click Run Report.
If you want to save all customizations made to your reports, you can memorize them and export these data to an Excel file.
I'll be leaving this forum available, so you can always reply to this post whenever you require additional assistance managing business finances in your account. Just let me know anytime, and I'll ensure to get you covered. Keep safe and have a good one!
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:
- Go to Reports.
- Type in Transaction Detail by Donor in the Search field.
- Click the Switch to classic view button to easily personalize it.
- Select Customize.
- In the Report period section, enter the correct dates.
- Then, choose Change columns to decide how you like to display the data.
- On the Filter part, click Transaction type and add the entries you want to view under All.
- Modify the other filters.
- 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.
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!
I appreciate your prompt response and for performing the steps above, ixAmjadxi. Let me provide detailed insight to make sure you'll get to review each contribution received from a donor during a specific period.
As shared by my colleague CharleneMaeF above, the steps and information are the details you need to view each contribution you receive. However, this data is shown under the Transaction List by Donor report. To guide you with the process, I've included screenshots for your reference:
- In your QBO account, go to Reports and enter Transaction List by Donor report from the search field section.
- Click on the Switch to Classic View button for an easier process.
- Select the Customize icon and enter a specific date under the Report period section.
- From the Change Columns section, choose how you want to display the data.
- Under the Filter dropdown, modify all specific information you need.
- Review all details and click Run Report.
If you want to save all customizations made to your reports, you can memorize them and export these data to an Excel file.
I'll be leaving this forum available, so you can always reply to this post whenever you require additional assistance managing business finances in your account. Just let me know anytime, and I'll ensure to get you covered. Keep safe and have a good one!
