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Non-profit organizations are required to create annual tax statements for their donors. It is unbelievable that there is no version or platform in QuickBooks that performs this IRS mandated function. Again, another proof that QuickBooks Online is the most worthless accounting software ever. Any answers from the QuickBooks?
This is an answer, if it works. It is a horrible answer. Most non-profits can't afford the extra $250 to produce 260 tax receipts. QB needs to develop the answer to this problem from within the program. Don't market your product to non-profits if you can't provide the most basic need of the non-profit.
We shared your exact frustration, so we built our own app to meet this extremely important need. While it does have a monthly fee, it offers the ability to generate an unlimited number of statements and includes powerful and robust filtering options as well as other useful extras. Please feel free to check out our site at www.donorstatements.com.
QuickBooks Online is not designed to create donor statements, and won't. It is even hard to get a report with the right information, or maybe impossible.
Instead use our BRC Donor Statements - QB Online, which will create proper statements, including custom text, donation details, and has many other features as well.
Agreed! 2 hours trying to figure out a way to use the OOB Templates. Very disappointed
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