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ixAmjadxi
February 29, 2024
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Statement for Donor contributions.

  • February 29, 2024
  • 3 replies
  • 0 views

Hi everyone,

So I'm using QBO and I do the booking for non-profit organization, any donation come to the bank account I recorder it Received From the Donor "Customer" name. I manage to run a report called revenue by Donor summary showing the total amount the donors contributed during a specific period.

What I'm trying to do is running a report showing the details, meaning each contribution received during the period from a donor. Whenever I try to run such a report it comes out empty. I looked into some discussions here for help, but I end up with same results.

Any idea please? Am I doing something wrong? 

Thanks in advance! 

Amjad

Best answer by FateCandylaneT

Hi @Candice C ,

Thank you for your reply, but even with Transaction List by Customer name I still can't find the report.

 

Please see below:


I appreciate your prompt response and for performing the steps above, ixAmjadxi. Let me provide detailed insight to make sure you'll get to review each contribution received from a donor during a specific period.

 

As shared by my colleague CharleneMaeF above, the steps and information are the details you need to view each contribution you receive. However, this data is shown under the Transaction List by Donor report. To guide you with the process, I've included screenshots for your reference:

 

  1. In your QBO account, go to Reports and enter Transaction List by Donor report from the search field section.
  2. Click on the Switch to Classic View button for an easier process.
  3. Select the Customize icon and enter a specific date under the Report period section.
  4. From the Change Columns section, choose how you want to display the data.
  5. Under the Filter dropdown, modify all specific information you need.
  6. Review all details and click Run Report.

 

 

 

If you want to save all customizations made to your reports, you can memorize them and export these data to an Excel file.

 

I'll be leaving this forum available, so you can always reply to this post whenever you require additional assistance managing business finances in your account. Just let me know anytime, and I'll ensure to get you covered. Keep safe and have a good one!

3 replies

C
CharleneMaeF
February 29, 2024

I appreciate you for sharing a detailed explanation of your concern, ixAmjadxi. Let's work together to run and modify the report that you're looking for.

 

The Revenue by Donor Summary only shows the revenue minus your expenditures (net income) for each donor, not the lists of transactions. To view each contribution you receive, we can run the Transaction Detail by Donor instead. I'll show you how:

 

  1. Go to Reports.
  2. Type in Transaction Detail by Donor in the Search field.

  3. Click the Switch to classic view button to easily personalize it.

  4. Select Customize.

  5. In the Report period section, enter the correct dates.

  6. Then, choose Change columns to decide how you like to display the data.

  7. On the Filter part, click Transaction type and add the entries you want to view under All. 
  8. Modify the other filters.
  9. Once done, hit Run report.

 

You also have the option to access and personalize the Transaction Detail by Account as an alternative. For visual reference, I've added a screenshot below.

 

If you still want to pull up the Revenue by Donor Summary data, please ensure the correct Accounting method (Cash or Accrual) is selected. It could be the reason why it's empty. 

 

Finally, QuickBooks Online provides the flexibility to export your reports to Microsoft Excel. It allows you to use your data outside of QuickBooks or modify how the details are displayed.

 

Please know that you're always welcome to reach out for further inquiries about the process. I'm always ready to assist you.

    I
    ixAmjadxiAuthor
    February 29, 2024

    Hi,

    Thank you for your detailed reply, although when I search for Transaction Detail by Donor, I couldn't find it. Is it something I need to build from the scratch?

    Thank you!

     

    Candice C
    Candice C
    February 29, 2024

    Good afternoon, @ixAmjadxi. 

     

    Thanks for chiming back in and giving us additional information. 

     

    My colleague's screenshot and details show a report that is actually referred to as another name that what they stated. They changed the label/name of the report to say donor instead of customer. 

     

    With that being said, I recommend running the Transaction List by Customer report and customizing it to your liking. 

     

    If you have any other questions, feel free to ask. Have a wonderful day! 

    BigRedConsulting
    BigRedConsulting
    February 29, 2024

    QuickBooks Online won't create real donor statements.

     

    When you're ready do to that, one way is to use our BRC Donor Statements - QB Online, which uses a collection of reports send from QB Online to Excel to collect and reformat the donation data into proper donor statements. It will include donations entered in various ways, including those entered as sales receipts and deposits. 

     

    The tool includes a free trial, so you can try before you buy. No strings attached.

    D
    DonorStatements
    April 30, 2024

    QuickBooks itself does not currently include a way to do this natively. We faced the same problem ourselves. After trying many different third-party solutions, none of which met our needs, finally we built our own powerful web app to make it extremely simple to bulk generate beautiful IRS-compliant statements for all your donors as once, or create a statement for an individual donor.

     

    We also have many powerful filters to tailor make statements according to your own criteria.

     

    You can set our app to automatically email statements to each donor, or print a PDF to mail them out as you prefer. Please take a look at www.donorstatements.com

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