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debbie-werner
December 31, 2021
Question

We have a capital campaign underway and will receive pledges for future years. Can I customize a report to show the amounts due by customer (donor) by years to come?

  • December 31, 2021
  • 1 reply
  • 0 views
example: a donor pledged 7,500 in 2021 to be collected 2,500 in 2021, 2,500 in 2022 and 2,500 in 2023. I added tags for the years to the created invoices and would like a report that shows the balance due by year in 1 report.

    1 reply

    R
    Rea_M
    December 31, 2021

    Yes, you can customize a report to show the amounts due by customer (donor) by years to come in QuickBooks Online (QBO), @debbie-werner. I'm here to guide you how.

     

    You can pull up the Transaction List by Donor report. Then, filter the Report period (This Year, Next Year, or Custom) and A/R Paid option to Unpaid. This way, you're able to show donor balance due by year. To do this, here's how:

     

    1. Go to the Business overview menu, then select Reports.
    2. In the search field, type in Transaction List and choose Transaction List by Donor. 
    3. Click the Customize button.
    4. Set the Report period.
    5. Go to the Filter section and select Unpaid from the A/R Paid option.
    6. Select Run report.

       

     

     

    Once you're done, you can either export the customized report or memorized it to save its current customization settings. This way, you can access the said report any time.

     

    Also, it's easy to keep track of the fund donations you receive from your donors in QBO. Depending on how you receive them, you can record and track them as a sales receipt, bank deposit, or pledge. To know more about this, I'd recommend checking out this article: Track funds you receive from donors in QuickBooks Online.

     

    Let me know if you have other reporting concerns and questions about managing pledges in QBO. Don't hesitate to drop a comment below, and I'll gladly help. Take care always, @debbie-werner.

    D
    debbie-wernerAuthor
    January 3, 2022

    Hello and thank you for that.  More specifically, I am trying to create a report that shows all donors that have made pledges and to show the spread for years to come in seperate columns:

    donor X   total pledge     2021          2022          2023

                      7,500              2,500          2,500        2,500

    donor Y        500                  250             250

    Total           8,000               3,000           3,000       2,500

     

    and so on.  I see that tag words can be used to pull the future years on one report but I am not sure how to get all the future years to print in columns.  The goal is to see what total donations are to come in 2022 and 2023 with a listing by donor.

     

    MorganB
    MorganB
    January 3, 2022

    Thanks for following up with those details, debbie-werner.

     

    I'd be glad to provide some additional info about customizing your pledge report.

     

    To make sure the pledge amounts are included as columns on the report you can:

     

    1. Click the gray Customize button in the top right corner.

    2. Select the drop-down arrow for Rows/Columns.

    3. Make sure the box for Amount (or Pledge) is checked.

    4. You can also rearrange the order of columns if you'd like and then choose Run Report in the bottom right corner of the panel.

     

    For even more info I recommend checking out the following linked article: Customize reports in QuickBooks Online

     

    Please don't hesitate to reach back out if you have any other questions. Take care!

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