QuickBooks POS 10.0
with custom hardware bundle
as low as $1099
How to Prepare Donation Summary Report with Donor Name and Address in QuickBooks for Nonprofits
Published 01/19/2010 | 
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.
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.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
QuickBooks price list | Buy QuickBookse | Free trial of QuickBooks POS | Free trial of QuickBooks Enterprise
