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.

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. 

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

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.

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.

I have done this and it works, but have been unable to get name and address on report!!

It's good to see you here in the Community, @ljenkinswaterville.

The Sales by Donor Detail report could only display the names of the donors but not their addresses.

I understand that you want to view your donor's statements, names, and addresses in one report. However, this option isn't available. As an alternative, you can run two different reports and export them to an Excel file.

Firstly, run and customize the Sales by Donor Detail report and export it to Excel. Once done, you can run the Donor Contact List report to view your donor's addresses. Then, export it to Excel.

From the Excel file, combine both data to get the donor's statements, names, and addresses in one file. Then, send it to your donors via email if you want to.

While this report isn't available, I also suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding a report that shows according to your business needs. To send feedback, you can click the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. 

Thanks for dropping by! Please know that the Community forum is always open to assist you again if you have other concerns with QuickBooks.

Actually, I think it is possible to run statements for each donor that includes their name and address. I create a Sales Receipt for each donation as it is made. At the end of the year, I run a Transaction Statement for each donor. It's perfect - it has our nonprofit name and logo on it, and each donors name and address, along with a list of their donations for the year. You can email it, or print and mail.

My only problem with this is that, according to the IRS, I need to state that no goods or services were provided by the organization in return for their donation. There is no way to add this wording to the Transaction Statement. (In Custom Form Styles, I am able to add some wording to an individual Invoice - this is exactly what I'd like to do on the Transaction Statement.)  

Here is the requirement from the IRS, according to their website:

https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contributions-written-...

Charitable Contributions - Written Acknowledgments

The written acknowledgment required to substantiate a charitable contribution of $250 or more must contain the following information:

•           name of the organization;
•           amount of cash contribution;
•           statement that no goods or services were provided by the organization, if that is the case;
•           statement that goods or services, if any, that the organization provided in return for the contribution consisted entirely of intangible religious benefits, if that was the case.

Hello, @DianaC1.

I appreciate you sharing the workaround you've used to run statements for each donor that include their name and address. And I can see the importance of customizing the transaction statement so you can add information that the IRS requires. However, customizing the customer statement template isn't an option in QuickBooks Online (QBO). In the meantime, you can download the statement and convert the PDF file to MS Word. Then edit it from there to add the information you need.

We recognize that each company has unique needs, and I know how the feature you're looking for would benefit and empower your business. I suggest sending this request straight to our product engineers through feedback. It helps us improve the features of the program.

To send feedback, follow the below steps:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

• QuickBooks New Features and Innovations
• What's New in QBO?

To know more about how the statement works, you can visit this article: Create and send customer statements in QuickBooks Online.

You can always comment below if you have other concerns or follow-up inquiries about managing customer forms in QBO. I'm just around to help. Take care always.