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I know a report that can give you the details for the year-end donor statements, shirley1.
Right now, QBO is unable to create donor statements. Other users have suggested that you can get the summary of contributions by pulling up the Sales by Customer Detail report.
Here's how to generate the report:
I'd encourage you to share this idea to our developers by leaving feedback. This lets us know how you'd like the program to work.
If you need anything else, just let me know.
I followed the directions and it lists all the donors and their amounts however it shows many donors on one page but we need it to have one individual on each page. Not sure how to do that.
Thank you for joining the thread, maryhart.
You can definitely consider @SophiaAnnL's answer. But instead of customizing the Rows/Columns section, we'll need to choose a donor name in the Filter section. Here's how:
Then, please repeat the same steps for the rest of your donors.
Also, the other way that you may want to consider is creating statements on the Donors page. Let me show you how.
You may also want to watch this YouTube video about sending statement: https://www.youtube.com/watch?v=bvc4JD7L_0g
Please let us know if you have any other concerns. Have a good day!
To create proper donor statements, each on their own pages and ready to mail, use the BRC Donor Statements - QB Online (or the BRC Donor Statements - Desktop for QB desktop.)
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