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ixAmjadxi
March 22, 2024
Question

Booking PayPal Fees in non-profit organization

  • March 22, 2024
  • 1 reply
  • 0 views

Dear All,

First I would like to thank you so much for your support on this platform, everytime I face an issue I find the solution here.

In our non-profit organization, when donors donate through PayPal we receive the net amount in our bank after deduction. So to book this in a way when the donor ask for a report of his donations and can see exactly what he donate without any deductions, I split the income into:

1. Full donation amount recorded under the donor name (income).

2. A negative amount for the fees recorded under PayPal fees (expense).

What happened is, when I run a report for this donor's activities I don't see this contribution!

Is my booking wrong? Could you please advise?

Thank you!

1 reply

A
Anonymous
March 22, 2024

Hello ixAmjadx,

 

Thank you for sharing your concerns about the donor report in QuickBooks Online (QBO). I am here to provide you with some helpful insights on this matter.

 

At this time, the option to generate a donor list that includes the names of donors, their contact information, and the latest contribution date is currently unavailable. However, there are two separate reports that you can run to obtain this information: the Donor Contact List and the Sales by Donor Detail report. Then, you can customize them to get the specific data you need.

 

Here's how:

 

  1. Go to Reports from the left menu and enter the report name on the search bar to quickly locate it or browse the categories listed.
  2. Select the report to open it.
  3. Click Customize to only show the information you want.
  4. Hit Run report.

 

You can also export these reports to Excel and edit the data from there. Let me show you how:

 

  1. Follow the steps above to run the report.
  2. Click the Export icon.
  3. Choose Export to Excel.

 

Also, I've added these articles that you can bookmark moving forward to learn about reporting in QuickBooks Online:

 

 

You're always welcome to reply if you need further assistance with running reports in QuickBooks Online. We're here to back you up.

I
ixAmjadxiAuthor
March 22, 2024

Hi Eman,

Thank you for your reply.

I already have a report that works perfectly called "Transaction List by Donor" and I can see other donors contributions.

The issue occurred when I did the split in booking the income donation between the donor (income) and the PayPal fees (expense).

Was my booking incorrect? Is there any reason why I don't see this transaction in the donor's transaction report?

Thanks!

R
rvrfrf
March 22, 2024

Thanks for following up with the Community, ixAmjadxi. I appreciate your detailed information.
 

To properly identify if booking your income donation between a donor and PayPal fees was the incorrect thing to do, I'd recommend working with an accounting professional. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.
 

Here's how it works:

 

  1. Go to our Find a ProAdvisor page.
  2. Use the City or ZIP search field to specify a location.
  3. Select Find a ProAdvisor.
  4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.

 

Once you've found an accountant, they can be contacted through their Send a message form:
 

  1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
  2. Enter your appropriate info in the Your name, Your email, and Your phone number (optional) fields.
  3. Select Send message.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
 

If there's any additional questions, I'm just a post away. Have a lovely Friday!

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