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FCCP
Level 1

How do I get the note block to show on the customer (donor) year-end statement like it does on a receipt, but it doesn't?

Everything shows up except for a note that is required to show up on giving statements to members of our congregation and other donors.
Solved
Best answer September 29, 2022

Best Answers
BigRedConsulting
Community Champion

How do I get the note block to show on the customer (donor) year-end statement like it does on a receipt, but it doesn't?

If you use our BRC Donor Statements - QB Online  application, which uses your QB Online data to create donor statements, you can include your own custom text in both a letter like format and for the statement footer, where you might put the legal disclaimer information including your business name and non profit status and tax ID.

 

We also offer the similar BRC PositivePay file Creator - QB Desktop  for Desktop.

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4 Comments 4
Pabz_L
QuickBooks Team

How do I get the note block to show on the customer (donor) year-end statement like it does on a receipt, but it doesn't?

It's nice to have you in the Community, @FCCP.

 

Let me give some insight regarding customizing customer statements. 

 

I can see how it would be useful to have the ability to add another note field to your customer's statement. Currently, you can only customize what appears in the activity column and whether to show the aging information at the bottom of the statement.

 

 Please know that I'll pass your idea to our Product Development team to see if this feature will be available for future updates. 

 

 You can also send your product suggestions through this link: Customer Feedback for QuickBooks Online.

 

I also encourage you to visit our QuickBooks Blog to get information on our latest news and updates.

 

Let me know if there's anything else you need about QBO. I'm still here to offer my assistance. Have a good one.

FCCP
Level 1

How do I get the note block to show on the customer (donor) year-end statement like it does on a receipt, but it doesn't?

Thank you...I am not looking t add "another" note field.  The note field (box) does not show up at all when previewing and printing a donor statement.

AlcaeusF
Moderator

How do I get the note block to show on the customer (donor) year-end statement like it does on a receipt, but it doesn't?

Hi there, @FCCP.

 

I appreciate you for getting back to us here in the Community. Let me share some information about generating a statement in QuickBooks Online.

 

Currently, the option to add a note or memo box in statements is unavailable. As a workaround, you can utilize the footer field to include the required information.

 

To add details, please go to the Custom form styles section. You'll need to find the Master template to be able to make changes to the footer info.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Custom form styles.
  3. Search for the Master template, then press Edit
  4. Go to the Content tab.
  5. Click the pencil icon at the bottom part. 
  6. Add the information under the Add footer text field. 
  7. Hit Done.

Once done, access a customer statement and check the print preview. The information will show at the bottom part of the page.

 

For additional reference, I've attached a link you can use about the customer statements in QuickBooks: Create and send customer statements in QuickBooks Online.

 

Feel free to hit that Reply button if you have additional questions about using statements. Have a great day ahead.

BigRedConsulting
Community Champion

How do I get the note block to show on the customer (donor) year-end statement like it does on a receipt, but it doesn't?

If you use our BRC Donor Statements - QB Online  application, which uses your QB Online data to create donor statements, you can include your own custom text in both a letter like format and for the statement footer, where you might put the legal disclaimer information including your business name and non profit status and tax ID.

 

We also offer the similar BRC PositivePay file Creator - QB Desktop  for Desktop.

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