Thanks for your reply, gerd.
I appreciate you following the article you shared in this thread. Let me share additional information about your concern about pulling up reports for your charitable donations.
In QuickBooks, if you create an invoice with the amount of $80 and link it with a credit memo that also amounts to $80, it will automatically zero out the invoice balance and mark it as paid.
Moreover, the Profit and Loss report tells you how much money you’re making and how much you’re losing. So, it's normal that the balance for the Charity/Donations account will be zero since the invoice was paid when you linked the credit memo.
If you want to pull up a report that will only shows all the invoices that you created for your charitable donations, you can pull up the Sales by Customer Detail report and customize the accounts and transactions.
Here's how:
- In the Reports menu report, locate the Purchases by Item Detail.
- Select Customize Report.
- Click the Display tab.
- Under the Columns section, select Paid.
- In the Filter section, search for Account and choose Charitable Contribution or the account you use for the donations.
- Then, hit OK.
Furthermore, you can also reach out to your accountant for another way to run reports for contributions and managing your charitable donations.
To learn more about running and customizing reports in QBDT, you may check these articles:
Please feel free to post again if you have follow-up questions or additional query. I'll be around to help you.
