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 one or more donors

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 one or more donors:

1. Select Sales, then Donors (Take me there).
2. Find the donor you want to create the statement for.
   • To create a statement for a single donor, select them. Then in the New transaction ▼ dropdown, select Statement.
   • To create a statement for multiple donors, check each donor you want to create a statement for. Then select Batch action, and then Create statements.
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. If a donor isn't eligible for a statement of the selected type within that period, they will be left out.
6. Double-check each donor’s email address.
7. Select Save and send.
8. Review the statement and select Send.

Related links

• Configure an account for a nonprofit organization