cancel
Showing results for 
Search instead for 
Did you mean: 
murfreesboromusl
Level 1

Is there an option to create end of year donor summary letters with their address and how much they donated?

 
Solved
Best answer December 11, 2019

Best Answers
BigRedConsulting
Community Champion

Is there an option to create end of year donor summary letters with their address and how much they donated?

A customer statement will show all of the activity for the year, which isn't the same as all of the donations.

 

For a real donation letter with donation details you can customize in many ways, use the BRC Donor Statements - QB Online 

View solution in original post

2 Comments 2
MikiD
QuickBooks Team

Is there an option to create end of year donor summary letters with their address and how much they donated?

I can walk you through the steps on how to generate the summary letters, murfreesboromusl.


You might want to create a transaction statement to get all the information you need. Here’s how:

  1. Click the plus icon from the left menu. 
  2. Select Statement under Other.
  3. Choose Transaction Statement as the Statement Type.
  4. Set your desired period. 
  5. Click Save and send. or Print or Preview.

This will show their address and donations for the period selected. Check this out for additional details about the process: Customer Statements.

 

Let me know in the comments below if you need anything else. 

BigRedConsulting
Community Champion

Is there an option to create end of year donor summary letters with their address and how much they donated?

A customer statement will show all of the activity for the year, which isn't the same as all of the donations.

 

For a real donation letter with donation details you can customize in many ways, use the BRC Donor Statements - QB Online 

Need to get in touch?

Contact us