The following question rolls out of content provided in a previous post: "Debits and Credits for Designated Gifts."
Our answer here will be consistent with the above cited blog post. In it we discussed simplest approach to handling Designated Funds that we can suggest.
We will illustrate assuming the use of QuickBooks Desktop. Some of these instructions may be slightly modified for users of QuickBooks Online.
The following are the necessary steps:
This will generate a "Transactions by Account" report.