Create single or multiple transactions statements for donors in QuickBooks Online

Transaction statements can be used as donor or pledge 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.

Create a transaction statement for a donor

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 a donor:

1. Go to Sales and select Customers (Take me there).
2. Find and select the customer you want to create the statement for.
3. In the New transaction ▼ dropdown, select Statement. 
4. From the Statement type dropdown, select Transaction Statement.
5. Select the Start date and the End date.
6. Double-check the customer’s email address.
7. Select Save and send.
8. Review the statement and select Send.

Create statements for multiple donors

Send a statement for a specific time to more than one donor at once.

1. Go to Sales and select Customers (Take me there).
2. Tick each customer you want to create the statement for.
3. Select Batch actions, and then Create statements.
4. Select the statement type you want to create. 
5. Select the Start date and the End date. If a customer isn't eligible for a statement of the selected type within that period, they will be left out.
6. Review each customer’s email address.
7. Select Save and send, then select Send.