Question

Report Column Customize

Forum|Forum|2 years ago
January 20, 2024
1 reply
0 views

I am trying to customize a year end donor report for donors in my church. Using the above report, I thinks I have everything except the product/service column that shows the type of donation, like weekly, special, etc. Can I add this and how?

QuickBooks Online

G

GebelAlainaM

Hello, jbooze2.

It's my pleasure to assist you today.

You appear to have made two posts in the Community with the same concern. We already provided an answer to your first post. If you aren't notified, you can read through this link: https://quickbooks.intuit.com/learn-support/en-us/account-management/re-on-the-transact[…]donar-report-can-add-the-product/01/1379539/highlight/true.

Keep us posted if you have clarification or other QuickBooks-related queries. I'm always here to help you.

J

jbooze2Author

Hi GebelAlainaM,

Somtimes it is not clear if the posts were accepted or not. I tried to open the link bleow, as well as paste it in a browser URL field and got "unexpected error." Is there another way to get to the answer?

Thank you so much for your reply.

jbooze2

J

JanbonN

Hello there, @jbooze2. I appreciate you sharing the experience you've experienced. Allow me to route you to the answer to your query.

The option to add a product and services column in the Transaction List by Donor is unavailable. As a workaround, you can export the Product and Service List report and add the details to the Transaction List by Donor report manually. Please refer to this link to see the full answer: https://quickbooks.intuit.com/learn-support/en-us/account-management/re-on-the-transaction-list-by-donar-report-can-add-the-product/01/1379539#M79032

In addition, I'll also mention you in the thread to notify you.

Let me know if you need further assistance with your reports. I'll be here to lend a hand. Have a great day!

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