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bmcc1200
November 19, 2023
Question

Donor Report

  • November 19, 2023
  • 3 replies
  • 0 views

Is is possible to access the Received From field in QBO that you see in the deposit entry?  No it is not available in the Deposit detail. While Customer Name is the same as received from when customer name is used it skips all the SPLIT deposits which is most of what we have.  This basic stuff and was fully available in QBDT.  Whats the deal QB?

3 replies

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GenmarieM
November 19, 2023

Hello there, @bmcc1200.

 

I am here to provide steps that can help you access your received from field and split deposits.

 

Currently, QuickBooks does not have a report that displays both the received form and the customer's name with the split deposit. However, I can provide you with steps to separately view the customer's name and split the deposit.

 

In order to view the customer's name, you will need to run a Deposit Detail report. To view the split deposits, run a Transaction Detail by Account report.

 

Here's how to run a Deposit Detail report:

 

  1. Go to Reports.
  2. In the Find report by name search bar, enter Deposit Detail.

 

Also, here's how to run a Transaction Detail by Account report:

 

  1. Go to Reports.
  2. In the Find report by name search bar, enter Transaction Detail by Account.

 

 You can also customize and consolidate the Deposit Details and Transaction Details by Account Reports to view the split deposits and the customer's name. 

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bmcc1200Author
November 20, 2023

GenmarieM

Please ask your manager for a raise, because for 3 weeks I have been asking this question by several means both in the community and searching on line and using QBO help and you are the ONLY one to come up with Transactions by Account Detail and that is exactly what is needed not only for my need, but I can see that as the base for many types of reports that Excel can morp into something not yet offer by the QBO reports.  Thank you and I give you 100 badge stars!!

Tori B
Tori B
November 20, 2023

On behalf of my colleague, you're very welcome, @bmcc1200.

 

Please feel free to reach out to the QuickBooks Community any time you need a helping hand. Take care! 

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bmcc1200Author
November 21, 2023

not yet

BigRedConsulting
BigRedConsulting
January 20, 2025

I don't think it's available. QuickBooks Online reports are a far cry from QuickBooks Desktop reports.

 

A good way to create your donor statements from your QuickBooks Online company is to use our BRC Donor Statements - QB Online  product. It uses data from several reports exported to Excel to create compliant statements for both the US and Canada.

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