Create single or multiple transactions statements for donors

Transaction statements can be used as donor reports. They're useful for nonprofit organisations and businesses that need to send activity reports to their donors, but don't need a running balance or amount due.

Prerequisites

This article applies to organisations set up as nonprofits in QuickBooks. Make sure you've configured QuickBooks Online for your nonprofit organisation before proceeding.

Note: In case of nonprofit organisations, customers may also be referred to as donors.

Create a transaction statement for one or more donors

Like a balance-forward statement, a transaction statement shows all activity between the start and end dates you choose. Here's how to create a transaction statement for one or more donors:

1. Go to Sales and select Customers (Take me there).
2. Find the donor (customer) you want to create the statement for.
   • To create a statement for a single donor, select their name. Then, from the New transaction ▼ dropdown, select Statement.
   • To create a statement for multiple donors, tick the box for each donor you want to create a statement for. Select the Batch actions ▼ dropdown, then select Create statements.
3. From the Statement type dropdown, select Transaction Statement.
4. Select the Start date and the End date. If a donor isn't eligible for a statement of the selected type within that period, they will be left out.
5. Make sure to tick a box to select a recipient (if not already ticked).
6. Double-check each donor’s email address.
7. Select Save and send.
8. Review the statement and select Send.