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ahstdclubfootbal
Level 1

Email donation reciept

How can I create an email to send to donors for tax purposes for the donations they made to the non-profit?
2 Comments 2
BettyJaneB
QuickBooks Team

Email donation reciept

I know a way on how you can send the donation details to your donors, @ahstdclubfootbal.

 

You can run the Sales by Donor Detail report in QBO and email it to your donors afterward. This way, you can send the details of their donations since the system isn't able to generate a donor's statement.

 

To do that:

  1. Go to Reports from the left menu and enter the report name on the search bar to quickly locate it or browse the categories listed.
  2. Select the Sales by Donor report to open it.
  3. Click Customize to only show the information you want.
  4. Hit Run report.

donor report 1.PNGdonor report 2.PNGdonor report 3.PNG

 

After that, you can hit the Email button at the top, then send it to your donors: 

Here’s an article for more information: Run reports in QBO.

 

You can also export the report to Excel and send it from there. Let me show you how:

  1. Follow the steps above to run the report.
  2. Click the Export icon.
  3. Choose Export to Excel.

Check out the video tutorial on this article for visual reference: How to export reports to Excel.

 

 Please let me know if there's anything else that I can help with QuickBooks. I'm always here to assist. Have a wonderful day.

BigRedConsulting
Community Champion

Email donation reciept

To create proper donor statements at year end (or anytime), use our BRC Donor Statements - QB Online tool.  To email the statements, use it with our BRC Excel Batch-Email Manager , and the individual statements can be emailed to your donors, saving the postage and labor involved with mailing them.

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