How to Record Donations in QuickBooks for Nonprofits
The Nonprofit version comes with several specialized reports including a Donor Contribution Summary and Biggest Donors/Grants. If you don’t have Nonprofit, you can tweak the customer reports, though it’s sometimes easier to just customize a Custom Transaction Detail report. Customizing reports is pretty easy once you get the hang of it. Just open a report that’s close to what you’re looking for, click Modify Report and play around with the filters until it gives you the information you’re looking for. Most reports also have Total By and Sort By boxes at the top, which are also really useful for customizing reports.
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