How do you generate year end donation letters by customer

Is there any way to generate year end donation letters with Quickbooks for Mac. BRC only works for windows.

Hello Yadlyad,

I'm here to help provide some clarification on your question regarding year-end donation letters in QuickBooks Desktop for Mac.

Right now, the ability to generate donation letters is unavailable in the Mac version. You can try searching for third-party apps that'll allow you to create the donation letters.

For now, I recommend sending feedback directly to our Product Developers. Please know our updates depend on the suggestions we received from the users.

That said, I encourage you to visit this link and submit your feedback:

QuickBooks for Mac Product Feedback.

Feel free to come here with all of your QuickBooks needs. The Community is here whenever you need assistance.
 

I've gone through the procedures to generate the contribution statement but I'm unable to populate the statement with the detail found in the customer by detail report. It'll show the name and address but it will not populate the payment information and the balance column of the statement. What am I doing wrong?

RE: What am I doing wrong?

Nothing actually.  QB won't do what you need it to do.

Instead, use the BRC Donor Statements - Desktop  app to create your statements (or the BRC Donor Statements - QB Online  for QB Online.)

Just checking to see if anyone has been able to solve this issue. If we can't track and generate year end donation letters this will be my final year with QB. Such a basic function.

Thanks for following up about year-end donation letters in QuickBooks, @DPSDLS.

Let me share some information about the donation letter in QuickBooks. 

As of now, the ability to produce donation letters is unavailable in QuickBooks. With this, I'd suggest utilizing our third-party app by going to the apps.intuit.com or BRC Donor Statement, as mentioned above. 

I know how beneficial to have the capability to track and generate donation letters in QuickBooks. That's why I'll take note of this idea. I'd suggest visiting our QBO Blog frequently. This way, you'll know the latest headlines and updates, including product improvements.

To know more about various enhancement and the How do I questions in QuickBooks, please visit this article: 

• Help Articles
• Product Updates

Don't hesitate to leave a comment below if you have any concerns. I'm always here, ready to help. 

You can do it, though QB won't do it directly from within the app.

Instead, use our BRC Donor Statements - Desktop or BRC Donor Statements - QB Online  apps, depending on your QB version.

I'm very frustrated.  I had QuickBooks Desktop version and was able to create donor letters.  It appears we can't do that with QuickBooks Online.  I had no choice but to move to QBO, because the desktop version was no longer supported. It costs more money and we lose key features????  Why hasn't QuickBooks done something about this?  To be able to create these letters it looks like you are suggesting we buy a plug in from Big Red Consulting, and it costs 79.00 minimum.  This stinks!  Has anything changed on this, am I missing something?

I appreciate you chiming the thread, @ERRBC.

I recognize your need to track year-end donations in QuickBooks. We have plenty of applications that can integrate with QuickBooks Online. I'm here to lay down a piece of information on how to get there.

We can automate workflows, bookkeeping, invoicing, and data entry through QuickBooks Online. These simple integrations simplify processes to support efficient business operations.

I'll route you to this link to see available apps: QuickBooks App Store. Choose an app that best suits your business under the CATEGORIES section.

You can also navigate the Search bar to look for the applications by typing a keyword.

Alternatively, we can see a quick overview of your business in financial reports and numerous reports that provide information about various facets of your business. I'm adding this page to help you track other data in QuickBooks Online: Run reports in QuickBooks Online. 

Keep in touch with me here should you need assistance customizing your reports. I'm always available to help.