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April 10, 2024
Question

How can I create a list of charitable contributions for 2023

  • April 10, 2024
  • 1 reply
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1 reply

April 10, 2024

I've got the steps to help you create a list of your charitable contributions for 2023, scottie. 

 

In QuickBooks Online (QBO), we can obtain a list of our contributions by pulling up the Transaction Detail by Account report and filtering it to the distribution account used for the charitable donation. 

 

Let me show you how: 

 

  1. Go to the Reports menu. 
  2. On the Find report by name, search of Transaction Detail by Account report. 
  3. Hit Customize
  4. From the Filter section, select the Distribution account dropdown list and look for the account used. 
  5. Add the necessary filter. 
  6. Click Run report

 

Additionally, we can click the Save customization green button to save its current personalized settings for future use. 

 

Lastly, I'll add these articles on how you can transfer your financial data outside QuickBooks and the specific ways to change the appearance and content of the report:

  

 

You can hit the Reply button if you have additional questions about managing your contribution in QBO. I'll be here to assist. Take care!