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January 14, 2021
Question

I keep the books for my church. I enter all the giving as customers. I want to create a YTD report to give to each church member. How do I create that report?

  • January 14, 2021
  • 1 reply
  • 0 views
I have watched youtube and found no answers. I called in and talked to Jennifer and she hung up on me after 30 minutes of frustration. Why is this simple report so complicated?

1 reply

MariaSoledadG
January 14, 2021

QuickBooks Online offers several reports that are included in your subscription, shinerbaptistchu.

 

You'll want to run the Profit and Loss YTD Comparison report to get the information you need. To pull up the report, here's how:

  1. Click the Reports menu. 
  2. Search for the report.
  3. Click Customize on the upper-right corner, then click Change columns
  4. Tick the Year-to-data box.
  5. Click Run report.

For more information, you can also customize your reports to show the information you want. 

 

After customizing your reports, you can print or export them to make sure that you have a personal record or file. This way, it's much easier for you to track your business. 

 

Reach out to us if you need anything else about reports. I'll be right here to help anytime.