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Muttgal19
Level 1

How do i edit the "statement" form in qb online? It is not listed in the custom form styles

I am trying to add a field to the "statement" form to use as a donation receipt.
2 Comments 2
Rustler
Level 15

How do i edit the "statement" form in qb online? It is not listed in the custom form styles

statement can not be customized

BigRedConsulting
Community Champion

How do i edit the "statement" form in qb online? It is not listed in the custom form styles

QuickBooks won't create a proper donation statement. There are posted "solutions" by reps here, but they don't get you all the way there. Instead, use our BRC Donor Statements - QB Online  (or for Desktop our BRC Donor Statements - Desktop) to create statements from your donation data in QuickBooks. Statements can be customized to suit and there are enough options so you can make them compliant for both the US and Canada. For example, you can include your logo and signature, select the the fonts to use, and change the text of the statement.  You can print and mail them (they print ready to stuff into windowed #10 envelopes) or email them when used along with our BRC Excel Batch-Email Manager and in doing so save on postage, paper, ink, and envelopes.

 

Here's an example.  They can look quite different, depending on the options selected:

DonorStatementsQBOExcample.JPG

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