Thank you for your prompt and thorough explanation. It confirmed the limitation I encountered in QuickBooks and highlights an opportunity to improve the donor listing report. From a small non-profit organization perspective, it would be very helpful to include the last contribution or transaction date as an optional field in the donor lists. The "sales by customer detail" report can provide that information, but it could entail running a report that spans several years and then manually comparing the donor list with the detailed sales report. One of the advantages of adopting a data-driven application like QuickBooks is avoiding the need for manual comparisons between fields in the QB database. Adding the last donation date to the donor list report would be a much appreciated and value-added enhancement.
