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I'm here to ensure you can print a donor report that shows people giving to these designated funds in QuickBooks Online.
We can pull up the Transaction Detail by Account report and group it by Customer. I'll show you how:
- Go to the Reports menu.
- On the Search field, enter Transaction Detail by Account and click on it.
- From the Group by dropdown, select Customer.
- Use the Customization feature to filter the information you need.
- Tap Run report.
After pulling up the information you need, click the Printer icon. Adjust your print settings as needed, then press Print once ready.
Moreover, you can always save your current settings by clicking Save Customization. That way, you won’t have to go through the customization process again in case you need the same information in the future.
You can also visit this article to learn more about managing a wide range of reports in QBO: Run reports in QuickBooks Online
If you have additional questions when running and printing reports, let us know in the comments below. We'd be glad to answer them for you.