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Intuit
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How to create single or multiple transactions statements for donors

Transaction statements can be used as donor or pledge reports. They are 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.

Create a transaction statement for a donor

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

  1. From the left menu, select Sales, then Donors.
  2. Find the donor you want to create the statement for.
  3. In the Action column, select the drop-down and choose Create statement.
  4. From the Statement Type drop-down, select Transaction Statement.
  5. Set the Start and End date.
  6. (Optional) Select Print or Preview to review the statement prior to sending to your donors.
  7. Select Save and send.

Create multiple transaction statements

You can also create multiple transaction statements:

  1. Select the Create icon ⨁.
  2. Under Other select Statement.
  3. From the Statement Type drop-down, choose Transaction Statement.
  4. Set the Start and End date.
  5. Select Apply.
  6. Select the Statements available tab.
  7. Uncheck any donors for whom you don't want a statement.
  8. (Optional) Select Print or Preview to review the statement prior to sending to your donors.
  9. Select Save and send.

Now you're able to create a single transaction statement for a donor or multiple transaction statements.

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