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JohnsonRanch
April 3, 2024
Question

Donors don't show up in my reports when using a split transaction

  • April 3, 2024
  • 1 reply
  • 0 views

I'm new and trying to put all the transactions for my PayPal account into individual lines.  If it is one donor, there is no problem.  There is a line for DONORs (or Name).  When I split the transaction which is most of the time, there is no line for DONORs.   I click on split and then enter the CATAGORY, CLASS, and AMOUNT for each donor.  Then I go to the BANK REGISTER and EDIT the transaction by putting the Donors name in the RECEIVED FROM column.  One I save and reopen the same transaction (EDIT), there is a new column that says DONOR.  This is a very weird way to do this.  Is there a better way?  Then, I can't find any reports that show the donors.  Even the TRANSACTIONS REPORT BY SPLITS report doesn't have the donor's name on it.

 

What am I doing wrong?  Thanks.

1 reply

JaeAnnC
JaeAnnC
April 3, 2024

Thanks for reaching out to us, Johnson.

 

Currently, there isn't an automated way to display donors' names on the Transaction List with Splits report in QuickBooks Online (QBO). Even when splitting transactions into different categories, you'll still need to manually input the donor's name in the bank register.

 

To view the donor's name, I suggest running the Deposit Detail report and the Transaction Detail by Account to view the split deposits. Here's how:

 

  1. Go to Reports.
  2. Search for the Deposit Detail/Transaction Detail by Account.
  3. Customize the report as necessary.

 

Moreover, you'll want to export your reports to Excel to have the flexibility to customize your data according to your business needs.

 

Feel free to get back to us in the Community space whenever you need further help with reports. We're always here to assist. Stay safe.

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