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Replying to:
Kurt_M
Moderator

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I’m chiming in to share some information about your concern, @accountant30.

 

To track the donations that you’ve receive, you can pull up an Account QuickReport. You can filter this out to show the deposits and their details.

 

To begin, these are the steps:

 

  1. On the left navigational bar, go to Accounting tab and then select Chart of Account.
  2. On your Checking account, click the drop down arrow beside the View register.
  3. Select Run report.

 

To show the deposits only, here’s how:

 

  1. Click the Customize button beside Save customization.
  2. Go to the Filter section, and then navigate to the Transaction type.
  3. Check the box and then in the drop down arrowselect Deposit.
  4. Once done, click Run Report.

 

To see the Donor’s name (customer), you’ll want to add a column to your report. Simply follow these steps.

 

  1. Click Customize button and then go to the Rows/Columns section.
  2. Locate the Customer field and then check the box beside it.
  3. Once done, click Run report.

 

In case you’d like to print a copy of the report. Simply click the Printer icon beside the Envelope icon.

 

For visual reference, you can refer on the screenshot below.

 

 

As always, you can get back to me if you have other QuickBooks related questions. I’d be delighted to help you. Keep safe.

 

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