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March 28, 2024
Question

How do you issue a statement to donors for all donations received, per donor? no statement available when the donation was done as a deposit?

  • March 28, 2024
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1 reply

March 28, 2024

I recognize the significance of issuing statements to donors in QuickBooks Online (QBO), treasurer. I'm here to share insight about this. 

 

Customer statements provide an overview of your invoices, payments, credits, and outstanding balances. Therefore, donation transactions conducted as deposits don't create statements.

 

As a workaround, we can use the receive payment option or run the Transaction List by Customer report and customise it to filter the deposits. 

 

Here's how:

 

  1. Navigate to Reports and search Transaction List by Customer.
  2. Click Customise and enter the desired Report period.
  3. Select Filter to add the Deposit from the Transaction type.
  4. Click Run report and Save customization for future use.

 

I've added these articles below on how to track fund donations you receive via credit card, bank transfer, or as cash in QuickBooks: 

 

 

Let me know if you have a question about donations in QuickBooks. I'm always here to help. Have a good one.