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sec-hubnorthshor
Level 1

How to enter contributions for church members so we can do yearly statements?

 
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Best answer December 16, 2020

Best Answers
BigRedConsulting
Community Champion

How to enter contributions for church members so we can do yearly statements?

QuickBooks won't create proper donor statements with the required information on them.  Instead, use our BRC Donor Statements - Desktop  or BRC Donor Statements - QB Online  app to create the statements, depending on your QuickBooks version.

 

You can include custom text on your statements and a customizable table of details much like a QB statement, as well as many other options. 

 

The statements are designed to be compatible with windowed envelopes.  If you use that option, then there's no need to print mailing labels.  Just fold and stuff the envelopes...

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4 Comments 4
MaryLurleenM
Moderator

How to enter contributions for church members so we can do yearly statements?

You have three options to record these contributions,  sec-hubnorthshor.

  • sales receipt
  • bank deposit
  • invoice

You can create  standard sales form to a donation form, here's how:

  1. Click Gear icon.
  2. Select Custom Form Styles.
  3. Select the New style drop-down, then choose which form you'd like to change the title for.
  4. Under Design, give your custom template an appropriate name.
  5. Select the Content tab.
  6. At the header section of the form, select the pencil icon.
  7. Under Content, check Form names.
  8. Change the name of the Invoice or Sales Receipt  to "Donation."
  9. Select Done.

Now check this article for steps on how to create a sales receipt, bank deposit, or invoice: Record donations received.

 

Let me know if you have additional questions.

Debbie981
Level 1

How to enter contributions for church members so we can do yearly statements?

If I'm using another platform to record donations for the individual church member,  what is the best way to record the total weekly contribution for the general fund, missions and building fund?

MJoy_D
Moderator

How to enter contributions for church members so we can do yearly statements?

You can create a donor account to record the total weekly contribution, @Debbie981.

 

You’ll only use this for the weekly contribution. Here’s how to create this donor account:

  1. Go to Sales menu and then Donors.
  2. Select New donor and enter Weekly Contribution.
  3. Click Save.

Then, set up accounts for this contribution. You can do this by creating a Sales Income, Clearing Account and Overage/Underage Expense.

  1. Go to the Gear icon and click Chart of Accounts.
  2. Select New at the top right.
  3. Create these accounts: 

From here, create items for the contribution, a category next to the items and template. For detailed information on how to set it up, go to Step 3 and 4 from this article: Record your total daily sales.

 

Record the actual amount of fund deposited to the bank to match what's shown on your bank statement. See this Record Bank Deposits article for more information.

 

Let us know if you still have questions, we're always here to assist. Have a wonderful day!

 

BigRedConsulting
Community Champion

How to enter contributions for church members so we can do yearly statements?

QuickBooks won't create proper donor statements with the required information on them.  Instead, use our BRC Donor Statements - Desktop  or BRC Donor Statements - QB Online  app to create the statements, depending on your QuickBooks version.

 

You can include custom text on your statements and a customizable table of details much like a QB statement, as well as many other options. 

 

The statements are designed to be compatible with windowed envelopes.  If you use that option, then there's no need to print mailing labels.  Just fold and stuff the envelopes...

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