How to create single or multiple transactions statements for donors

Transaction statements can be used as donor or pledge reports. They're useful for nonprofit organizations and businesses that need to send activity reports to their donors, but don't need a running balance or amount due.

With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Prerequisites

This article applies to organizations set up as nonprofits in QuickBooks. Make sure you've configured QuickBooks Online for your nonprofit organization before proceeding.

Create a transaction statement for a donor

Like a balance-forward statement, a transaction statement shows all activity between the start and end dates you choose. Here's how to create a transaction statement for a donor:

1. Select Sales, then Donors (Take me there).
2. Find the donor you want to create the statement for.
3. In the New transaction ▼ dropdown, select Statement. 
4. From the Statement Type dropdown, select Transaction Statement.
5. Select the Start Date and the End Date.
6. Double-check the donor’s email address.
7. Select Save and send.
8. Review the statement and select Send.

Create statements for multiple donors

Send a statement for a specific time to more than one donor at once.

1. Select Sales, then Donors (Take me there).
2. Check each donor you want to create a statement for. 
3. Select Batch action, and then Create statements.
4. Select the statement type you want to create. 
5. Select the Start Date and the End Date. If a donor isn't eligible for a statement of the selected type within that period, they will be left out.
6. Review each donor’s email address.
7. Select Save and send.

Related links

• Configure an account for a nonprofit organization