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azureen99
October 3, 2022
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How to make bank deposit transaction show under donor tab

  • October 3, 2022
  • 1 reply
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My company's account is linked to Maybank.

 

Donations from donors usually go through online transfer via Maybank and the transaction will automatically be under banking so usually I just assign the donor name and categorize the transaction before adding it.

 

However, I realized that I can't see individual transaction list under the Donor tab because it is not an invoice but a bank deposit. 

 

I searched the internet but find that the only way for me to see individual transaction list is by customizing Profit and Loss income by filtering it to specified donor.

However, I feel like that is too time-consuming. So is there any way for me to see transaction list under individual donor without making an invoice? Or is there a way to make bank deposit transaction show in donor tab?

Best answer by mv32

Hi @azureen99.

 

Yes, there's a way to show individual donor's transaction list specific to deposits by running a particular report.

 

You should be able to see the deposits under the donor's transaction list once the deposit entries are categorized and assigned to a donor in the Banking window. Since this is not the case, you may want to filter the donor tab transaction list to see the deposits.

 

 

On the other hand, we're unable to show an individual transaction list under the donor tab. You'll have to click the donor's name in the donor tab to see all of their transactions.
 

Here's how to show all deposits made from a donor's transaction list:

  1. Go to the Sales menu and then select the Customers/Donors tab.
  2. Click the donor's name.
  3. From the Transactions List, select Filter.
  4. Choose All plus deposits and then modify the date.
  5. Click Apply.



 

Additionally, you can customize the Deposit Detail Report to show individual donors' deposit entries by modifying the Report period and group it by Name. It's made only of a few steps.

 

Here's how:

  1. From the left panel, select Reports.
  2. From the Standard tab, enter 'deposit' in the Search box.
  3. Choose Deposit Detail.
  4. Modify the Report period and select Name from the Group by drop-down.
  5. Hit Run report.

 

These are all the ways to prevent you from creating an invoice just to show the added categorized deposits.

 

Furthermore, you can memorize this report by clicking the Save customization button so you won't have to modify this specific report again. Then find them under the Custom reports tab in the Reports menu moving forward.
 

Give it a try. If you have other QuickBooks transaction tracking and reports concerns, feel free to comment below. I'll get back to help. Stay safe and healthy.

1 reply

M
mv32Answer
October 3, 2022

Hi @azureen99.

 

Yes, there's a way to show individual donor's transaction list specific to deposits by running a particular report.

 

You should be able to see the deposits under the donor's transaction list once the deposit entries are categorized and assigned to a donor in the Banking window. Since this is not the case, you may want to filter the donor tab transaction list to see the deposits.

 

 

On the other hand, we're unable to show an individual transaction list under the donor tab. You'll have to click the donor's name in the donor tab to see all of their transactions.
 

Here's how to show all deposits made from a donor's transaction list:

  1. Go to the Sales menu and then select the Customers/Donors tab.
  2. Click the donor's name.
  3. From the Transactions List, select Filter.
  4. Choose All plus deposits and then modify the date.
  5. Click Apply.



 

Additionally, you can customize the Deposit Detail Report to show individual donors' deposit entries by modifying the Report period and group it by Name. It's made only of a few steps.

 

Here's how:

  1. From the left panel, select Reports.
  2. From the Standard tab, enter 'deposit' in the Search box.
  3. Choose Deposit Detail.
  4. Modify the Report period and select Name from the Group by drop-down.
  5. Hit Run report.

 

These are all the ways to prevent you from creating an invoice just to show the added categorized deposits.

 

Furthermore, you can memorize this report by clicking the Save customization button so you won't have to modify this specific report again. Then find them under the Custom reports tab in the Reports menu moving forward.
 

Give it a try. If you have other QuickBooks transaction tracking and reports concerns, feel free to comment below. I'll get back to help. Stay safe and healthy.

A
azureen99Author
October 3, 2022

Thank you so much. This really helped me!!

 

Another question I that I want to ask is regarding Donor(Customer), Supplier and Employee category type.

 

There is a situation in my company in which a payee can be both a donor and an employee. When assigning payee, we can only choose one category of payee ( to my understanding), but is it possible to make a profile with 2 category? Or do we just have to do separate profile for same payee (just under different name).

 

Thank you in advance.

G
GebelAlainaM
October 3, 2022

Hello, @azureen99. Thank you for getting back to the thread. I'm here to share additional information about your concern.

I'm glad my colleague's answer helped you with your initial concern. With regards to setting up another category for your donor and customer at the same time. I agree that you'll have to create a separate profile for the same payee. Since we're unable to create two categories under one profile.

However, when choosing categories I'd suggest consulting your accountant. So that they can guide you with the right categorization of your profile to avoid messing with your account. For they know what's best for your business.

I've also added this article for future reference on how to manage customers: Add and manage customers in QuickBooks Online.

I'll be around if you have any other QuickBooks-related concerns. Have a good one!

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