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Generate Reports
QuickBooks takes the information you've been entering all year long and turns it into reports that can give you greater insight into your finances. We'll explain on this page how you can generate two reports that show you who your largest donors were, and how much your organization raised in contributions for the fiscal year.
Largest Donors for the Year
A Sales by Customer Summary report will tell you who your largest donors were for the fiscal year. Follow these steps to generate your own:
Click the Reports menu toolbar.
Choose Sales, then Sales by Customer Summary from the list.
Click the Modify Reports button.
From the Report Date Range section, choose Fiscal Year to Date.
From the Report Basis section, choose Accrual to Track Donations from both Donations and Pledges. (If you do your accounting on a cash basis, you don't need to track pledges.)
Under the Columns section of the modify report screen, choose Sort by Total, and Sort in Descending Order.
Click OK.
That's it! You've just created a report that lists all donors who contributed this fiscal year sorted from largest to smallest.
Contributions for the Year
A Standard Profit and Loss report will show you how much you raised in contributions for the year. Here's how to make one in QuickBooks:
Click on the Reports menu toolbar.
Choose Company and Financial, then Profit and Loss Standard.
In the date range box, (upper left corner), change the period to This Fiscal Year to date.
From the menu buttons above the report, you can click on Collapse to get a simpler view of the report.
In the income section, you'll see your account line item for "Contributions," which reflects the total contributions raised for the year.
- If you've created sub-accounts under "Contributions," you can see these by clicking on the Expand button above the report, which will show you the different types of contribution-based activities that made up your overall contribution income account.
That's it! You've just created a report that shows you how much money your organization received in contributions during your fiscal year.
Next: You can learn more about entering donations and pledges in the Creating Sales Receipts and Creating Invoices sections of the main QuickBooks Help menu. Likewise, you'll find more information on customizing reports in the Reports section of QuickBooks Help.
Also see:
about using Items
December QuickBooks E-News video Understanding Accounts
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