Can QB be set up to produce giving statements for church donors?

Thanks for reaching out today in QuickBooks Community, treasurertx. Let me help you provide statements for church donors. 

Yes, QuickBooks allows you to set up statements for nonprofit organizations and businesses. Please note, when creating donor statements needs to have transactions under a specific donor.

Let me show you how:

1. From the left menu, select Sales, and select Customers.
2. Choose the customer you want to create a statement for.
3. From the Actions drop-down, select Create Statement.
4. Select the type of statement you want to create.
5. Set the Statement Date, Start Date, and End Date.
6. Select Apply to view the statement.
7. Select Save.

You can also, create statements for multiple customers by following these steps:

1. Select the New Plus icon (+) on the Toolbar.
2. Under Other, choose Statement.
3. Choose the recipients.
4. You can select Print or Preview at the bottom or select Save and close when you're done.

Moreover, to learn more about managing statements in QuickBooks Online for reference, please visit this article: How to create and manage statements.

In addition, please visit this article to learn how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.

If you have additional queries about printing transaction statements in QuickBooks Online, please don't hesitate to reach us again by leaving a comment down below. We're always here to assist you all the way. Take care.

Thank you for the reply, but the statements produced using this method do not include activity posted to Sales Receipts.  They only show payments posted to Pledges (Invoices).  I need a statement that shows ALL GIVING for individuals.  How would I accomplish this?

Thank you for the detailed reply, but unfortunately, this does not provide what I need.  I have contributors who have made payments that have been applied to their Pledges (aka Invoices), as well has payments that have been entered as Sales Receipts.  I need one statement that shows their total giving for the year (or any other time period.

Are their particular settings that will help with this problem?

Thank you,

Lynette 

Thanks for the prompt response, treasurertx.

When sending statements in QuickBooks it will show customers summaries of their invoices, payments, credits, and balances. Statements are a detailed reminder about upcoming deadlines for outstanding balances or invoices that will soon be overdue.

Based on your scenario, I recommend running the Transaction List by Donor report. This report displays all transactions you have created in QuickBooks. From there, you can filter the report by transaction types such as Pledges, Sales Receipts, and Payments. You may also add any other transaction types that you need to include in the report.

 To run the report, follow the steps below:

1. Go to Reports.
2. Enter Transaction List by Donor in the search bar.
3. Select Customize at the top and choose Filter.
4. Under the Transaction Type dropdown arrow, choose Pledges, Sales Receipts, and Payments.
5. Click Run report.

 Once done, you can print, email, and export the report. For more details on how to customize reports and focus on the details that matter the most, see this article: Customize reports in QuickBooks Online.

Additionally, after running and customizing reports, you have the option to save its current customization settings for future use. You can also learn how to download or print statements and sales forms:

• Download and save sales forms and statements in QuickBooks Online
• Memorize reports in QuickBooks Online

Feel free to tag me in your comments if you need further assistance with statements. I'm always here to help. Have a safe day ahead!

Big Red Consulting has an app that will do this. (I am not affiliated)