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Endy
January 11, 2019
Question

End of Year Donation Report

  • January 11, 2019
  • 4 replies
  • 0 views

Hello, when trying to pull a custom transaction detail report for last year, totals by customer to account for all donation received my report is not pulling all donations.  I have tried to check this by having the report select from all accounts and one where I individually selected all donation income accounts.  Neither showed all.  I know there are other donation amounts logged in QB from doing a quick deposit report.  For instance for one customer it only lists them with $25 in donations and yet they also donated $500 in the same calendar year.  Any help would be appreciated. Thanks, 

Endy

4 replies

Angelyn_T
Angelyn_T
January 11, 2019

Hello there, @Endy.

 

Thank you for posting here in the Community. It's my pleasure to help run report in QuickBooks Desktop (QBDT) with all the donations amount in the previous year.

 

To see the list of all donations on the previous year you may switch the accounting basis to either cash or accrual. You can do it by choosing either Cash or Accrual beside Report Basis and Refresh the report.

Also, make sure that the date are filtered correctly.

 

Let me know how it goes by leaving a comment below, we're always here to help. Have a wonderful day!

 

 

 

 

A
Anonymous
January 12, 2019

QuickBooks won't create proper donor statements, and the report Intuit suggests will not always show you donations received on the donation date or within the period.

 

Instead, use our BRC Donor Statements  app, which will create the statements for you complete with addressing, your custom text, donation details, and the required disclaimers.

    qbteachmt
    qbteachmt
    January 12, 2019

    Run your Sales By Customer Summary, set the Columns by Item Type or Item Detail. Here is your perspective of the data.

    BigRedConsulting
    BigRedConsulting
    January 7, 2020

    What you're describing can happen if your donations aren't recorded as sales, but instead directly on deposits.  Your accounting is still correct, but generally sales reports in QB don't look at deposits.

     

    If you use our BRC Donor Statements - Desktop , on the other hand, it will include donations recorded as deposits or as sales transactions.

    coveryourassets
    coveryourassets
    January 7, 2023

    BRC's solution has been the best answer I've found using desktop. Takes just a little time to learn, but it's easy to run test letters to PDF before committing to a full print job. Good amount of flexibility, too.

    D
    DonorStatements
    December 11, 2024

    You can use our web app at www.donorstatements.com to generate custom donor statements that are automatically IRS compliant, can be emailed to donor automatically, or easily printed for mailing (preformatted to fit standard #9 double window envelopes). We support many other powerful features as well. We fully support donations made via any method to any account, so your situation will be covered just fine.

     

    Our app also includes many powerful filters so you can target your statements according to many custom criteria.

     

    We ourselves are a nonprofit that struggled with this issue for years before finally deciding to build a solution ourselves.

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