To display the total contributions for the year, you may utilize the Transaction List by Donor report in QuickBooks Online, Db. I'll walk you through the steps below:
- Open QuickBooks and navigate to Reports in the bottom left corner.
- Search for Transaction List by Donor.
- Adjust the date range under the Report period to reflect the year you are inquiring about.
- In the upper right corner, click on Columns to customize how the data is displayed.
- Filter your data according to your preferences.
- Your report will display the total amount, date, and type of each transaction.
Moreover, you have the option to save a customized report in QuickBooks Online.
For future reference, if you need to use your reports outside of QuickBooks, you may find this article useful: Export your reports to Excel from QuickBooks Online.
Furthermore, wondering how to get the most of QuickBooks? Our QuickBooks Live Experts Assisted are ready to guide you on how to keep your accounts and running smoothly.
Should you have any further questions about donor reports in QBO or need additional assistance, please leave a reply in this thread. We're here to assist you.