Donor Statements

Hello, @ppatrick.

Allow me to show you how to create a donor statement. 

Here's how:

1. Go to the Customers menu at the top.
2. Select Create Statements.
3. Choose the appropriate A/R account.
4. Set the Statement Date.
5. Select the date period of the transactions.
6. Choose the donor's name.
7. Set the additional options.

You'll also want to pull up donor reports:

1. Go to the Reports menu at the top.
2. Select Industry Specific.
3. Click Nonprofit Reports.

For more additional details on this matter, see this article: Create a billing statement. 

If there's anything else I can do to help, feel free to post here anytime and any day. Thanks for stopping by and I hope you have an excellent day.

@MirriamM 

RE: Allow me to show you how to create a donor statement. 

Here's how:

1. Go to the Customers menu at the top.
2. Select Create Statements.
3. Choose the appropriate A/R account.

An A/R statement is not a donor statement. A donor statement shows all reportable donations for a period.  Does an A/R statement do that? No, it doesn't.

I've used your software for years and love it! I just switched to Mac and QB Online and am so disappointed to see it does not work with Mac.

Hi dklAtlanta,

Thank you for your feedback. QuickBooks Online is much simpler and has fewer functions designed for small businesses. You may go back to using a Mac version. If you want to continue to use the QBO version, let us know if you have questions. You can also click the Training menu above for the Video tutorials.

We're just right here to help. Take care.

I was able to use BRC for my donor statements last year in QBO.  Now we changed to Mac computers and BRC won't work with MAC Excel.  Help anyone?????

Thanks for joining in the thread, ljenkinswaterville.

Allow me to guide you on how to make donor statements in QuickBooks Online (QBO).

First, make sure you've configured your QBO account for your nonprofit organization. This way, QBO will use specific terms like donors and pledges. Then, follow the steps below.

1. Go to Sales or Donors & leads and select Donors.
2. Find the donor you want to create the statement for.
3. In the Action column, click the dropdown, then select Create statement.
4. From the Statement Type dropdown, choose Transaction Statement.
5. Select the Start Date and the End Date.
6. Click Apply if you've changed any criteria.
7. Click Print or Preview to review the statement or select Save and send.

Once done, you'll get a statement showing all activity between your chosen start and end dates.

I'll leave this article with more details on how to create multiple transaction statements: How to create single or multiple transactions statements for donors.

For future help, check this article out on tracking fund donations you receive: Track funds you receive from donors in QuickBooks Online.

Feel free to leave a reply if you have additional questions about creating a donor statement. I'll be around to help you out. 

www.donorstatements.com

Our web app lets you use any platform to generate all your statements in a few easy clicks.