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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?

 
3 Comments
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QuickBooks Team

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.

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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. 

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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 

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