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Steph87
January 15, 2024
Question

Donor Report

  • January 15, 2024
  • 1 reply
  • 0 views

I manage the books for a nonprofit company who receives a lots of donations every month. Currently I record those donations as sales receipts. Each month the BOD wants a report with tells the donors name, phone number, and amount they gave. We use this to call the donors and thank them for their support.

I can use 2 reports to accomplish this (donor summary and donor contact list). However this takes a good amount of time as I have to export to excel and manually merge the 2 reports. 

Is there another way to accomplish this? I had a memorized report in QBD but have found no such compatible report since switching to QBO.

1 reply

I
IrizA
January 15, 2024

Hey there, Steph87. Let me share some information regarding on this matter.


I understand the importance of being able to pull up a specific account in QuickBooks Online (QBO). However, this report is unavailable in QBO. At the moment, you can export your transactions from QBO so that you can merge them in your Excel. You can access this guide for more details information: Export your reports to Excel. 

 

In addition, I recommend sending your suggestion to our development team. This way, they might consider adding your idea to the software. 

 

Here's how to send it: 

 

  1. Go to the Gear icon located in your top right corner. 
  2. Under the Profile column, select Feedback. 
  3. Enter your idea in the provided field. 
  4. Click Next to submit.

 

Please know that you can also track your feature requests through the QuickBooks Online Feature Requests website. 

 

You may also want to learn more about creating custom reports with the enhanced experience (modern view) in QuickBooks Online: Create enhanced custom reports.

 

If you need further assistance, let me know by replying to this post. We're here to help. 

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