Other questions
Hi @azureen99.
Yes, there's a way to show individual donor's transaction list specific to deposits by running a particular report.
You should be able to see the deposits under the donor's transaction list once the deposit entries are categorized and assigned to a donor in the Banking window. Since this is not the case, you may want to filter the donor tab transaction list to see the deposits.
On the other hand, we're unable to show an individual transaction list under the donor tab. You'll have to click the donor's name in the donor tab to see all of their transactions.
Here's how to show all deposits made from a donor's transaction list:
- Go to the Sales menu and then select the Customers/Donors tab.
- Click the donor's name.
- From the Transactions List, select Filter.
- Choose All plus deposits and then modify the date.
- Click Apply.
Additionally, you can customize the Deposit Detail Report to show individual donors' deposit entries by modifying the Report period and group it by Name. It's made only of a few steps.
Here's how:
- From the left panel, select Reports.
- From the Standard tab, enter 'deposit' in the Search box.
- Choose Deposit Detail.
- Modify the Report period and select Name from the Group by drop-down.
- Hit Run report.
These are all the ways to prevent you from creating an invoice just to show the added categorized deposits.
Furthermore, you can memorize this report by clicking the Save customization button so you won't have to modify this specific report again. Then find them under the Custom reports tab in the Reports menu moving forward.
Give it a try. If you have other QuickBooks transaction tracking and reports concerns, feel free to comment below. I'll get back to help. Stay safe and healthy.
