Level 1

How can I find out how many people have donated to my nonprofit this year?

I need to know how many donors we have for this year. How do I find that information?

QuickBooks Team

Reports and accounting

Hi @Maria W,

 

I'll walk you through the steps on how you can determine the number of donors you have for this year. 

 

You can run the Transaction List by Customers report. It will show a list of transactions for your donors. You're able to set a date range for this report as well, to cover the whole year. 

 

Here's how:

 

  1. Go to the Reports tab.
  2. Search for Transaction List by Customers, then click to open.
  3. Set the Report period drop-down menu to This Calendar Year, or This Fiscal Year.
  4. Change Group by drop-down menu to Customer.
  5. Press Run report.

I'd also like to suggest you visit this article: Common custom reports in QuickBooks Online. It's a list of custom reports you can generate in QuickBooks Online that you'll find handy for your company. 

 

I'll be around should you have other questions. Place them in the comments below, and I'll get back to you.