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