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monks
Level 1

Nonprofit here. We need to send out year end donor statements, including customized language (501c3 corporation, no goods/services exchanged etc). Possible in QB online?

 
6 Comments 6
SophiaAnnL
Moderator

Nonprofit here. We need to send out year end donor statements, including customized language (501c3 corporation, no goods/services exchanged etc). Possible in QB online?

I know a report that can give you the details for the year-end donor statements, monks.

 

Right now, QBO is unable to create donor statements. Other users have suggested that by pulling up the Sales by Customer Detail report, you can get the details you need per donor.

 

Here's how to generate the report:

  1. Click Reports on the left panel.
  2. Type Sales by Customer Detail on the search box.
  3. Click the Customize button in the upper right-hand corner.
  4. Maximize the Rows/Columns section, and then click the Change columns link.
  5. Check the box for Customers.
  6. Click Run report.

If this doesn't work for you, I'd suggest visiting our App Center. There are donation apps that can integrate with QBO and can sync with your financial data. This way, it'll be easier to gather everything you need to issue the donor statements. Additionally, customizing the language settings isn't available in the US version of QBO.

 

I'd encourage you to share these ideas to our developers by leaving feedback. This lets us know how you'd like the program to work.

 

If you have any further questions on this, please let me know. I'll be sure to answer them for you.

Christylynn54
Level 1

Nonprofit here. We need to send out year end donor statements, including customized language (501c3 corporation, no goods/services exchanged etc). Possible in QB online?

I used a third party app called Method: Donor. It worked really well! That's the only way I was able to produce what I needed. 

Anonymous
Not applicable

Nonprofit here. We need to send out year end donor statements, including customized language (501c3 corporation, no goods/services exchanged etc). Possible in QB online?

QuickBooks won't create proper donor statements (even non profit versions.)

 

Instead you can use our app which will create them from your QuickBooks data, complete with custom text and donation details.

 

See BRC Donor Statements - QB Online 

NancyJ317
Level 1

Nonprofit here. We need to send out year end donor statements, including customized language (501c3 corporation, no goods/services exchanged etc). Possible in QB online?

Has QB for Nonprofits been upgraded yet to allow end-of-year donor statements? 

MaryLurleenM
Moderator

Nonprofit here. We need to send out year end donor statements, including customized language (501c3 corporation, no goods/services exchanged etc). Possible in QB online?

We're still unable to generate end-of-year donor statements, NancyJ317.

 

However, we have a workaround you can use. Create a transaction statement or pulling up the Sales by Donor Detail report to get the details you need per donor.

 

Here's how to create a statement: 

  1. Click + New from the left menu. 
  2. Select Statement under Other.
  3. Choose Transaction Statement as the Statement Type.
  4. Set your desired period and choose the recipients.
  5. Select Print or Preview at the bottom or select Save and close when you're done.

To create the Sales by Donor Detail report, refer to the steps below: 

  1. Click Reports on the left panel.
  2. Type Sales by Customer Detail on the search box.
  3. Click the Customize button in the upper right-hand corner.
  4. Maximize the Rows/Columns section, and then click the Change columns link.
  5. Check the box for Donors.
  6. Click Run report.

You can also check out the App Center to check if there are available apps that can generate donor statements.

 

Let me know if you have other questions.

DianaC1
Level 1

Nonprofit here. We need to send out year end donor statements, including customized language (501c3 corporation, no goods/services exchanged etc). Possible in QB online?

Suggestion to QuickBooks - 

In "Account/Settings", in "Sales" - add a box where we can type "to be printed on statement". We could then type in our "This is a 501c3 organization..." wording that is required by the IRS.  

I have found that generating statements for all my annual donors works just fine, except that I cannot include this necessary wording.

To get it to work, I have to print all my statements, then run them through my printer a second time to add this wording. It works, but takes a lot of extra time and effort. 

Also, by doing it this way, I cannot email the statements because they are missing the necessary wording.

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