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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
IamjuViel
QuickBooks Team

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Hello, @RTK30.

 

Let's generate and customize your Transaction List by Donor so you'll be able to view your accepted estimates and invoices.

 

Here's how:

  1. Go to the Reports.
  2. Scroll down to the Sales and Customers section.
  3. Select the Transaction List by Donor report.
  4. Click the Gear Icon
  5. Mark the information you want to be displayed in the report.
  6. Click Run Report

You can refer to this article for more detailed steps in customizing your reports: Customise your reports in QuickBooks Online

 

To learn more about managing reports in QuickBooks, read through these articles:

 

Feel free to let me know if you have other questions. I'm always here to help.

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