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QuickBooks for Nonprofits Tip: How to Prepare Donation Summary Report with Donor Name and Address

by Ruth Perryman 19. January 2010 08:16

Question: I'm able to pull a donation report that gives me the "customer" (donor) name and the total amount of "sales" (donations). This report (Sales by Customer Summary) does not give me any display options, so I cannot request it also display that customer's address, email, etc. information. I can pull a different report (Sales by Customer Detail) that gives me the name, address, any display option I want for information, then filter it to only be for donations, but then it line lists each time they donated. It requires all sorts of fancy footwork with Excel formulas and copy/paste and so forth to get a cumulative total that also includes the address information! Over 3 years I have spent probably 12 hours messing with reports trying to get a report that will give me the address information WITH the cumulative total of a specific item (in this case donations). Is there such a thing??? Thank you so much for your time.

Answer:
As you've discovered, you can’t get address information on summary reports only on detail reports. However, you might want to play around with customizing letters (Company > Prepare Letters with Envelopes > Customize Letter Templates). The Nonprofit Thank You template is probably pretty close to what you’re looking for.

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Ruth Perryman - QuickBooks Specialist Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

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