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Replying to:
GenmarieM
QuickBooks Team

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Hello there, @gerdgoebel.

 

I am here to share some insights into running a report for your donations in QuickBooks Desktop (QBDT).

 

It's important to note that when you create an invoice for your inventory item as a donation, it will be reflected in the Profit and Loss report. However, it's crucial to check the dates and filters applied to your report. In case you find that the donations are not showing up, it's recommended to review and erase any previous filters that might be obstructing the report. This will help you to obtain a clear report without any filters.

 

After deleting the previous filters, you can customize reports and add new filters to find the donations easily. 

 

Here's how:

 

  1. After opening the Profit and Loss report, go to Customize reports.
  2. Click on the Filters tab.
  3. In the Account, select the account you put your donations to.
  4. Click OK.

 

You'll be able to see all the donations on that specific account you used for your donations.

 

Moreover, I'm adding this helpful article as your reference in memorizing your reports in QBDT: Create, access and modify memorized reports.

 

Return to this post if you have other concerns about running financial reports in QBDT. I'll be here to lend a hand. Have a good one!

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