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Level 3

How to use customized donor transaction summary for all donors

I need to send out the annual donor statements for our nonprofit soon.

(using QB Desktop Premiere 2019)

See attached screenshot...

I have a created a Donor Contribution Summary (left report) showing all donors and have checked that donations are accurate. I clicked on one donor's total and customized that single donor report by removing extra columns and simplifying it for clarity (right report). I saved as a pdf to attach to the email to this donor.

 

I need to be able to open each of the other donors' reports without having to customize every time. I have not been able to find out how to save the settings (perhaps as a template?) so that i can finish these summaries faster. I tried "Memorize" but apparently that's for something else.

Any advice would be appreciated.

Thanks,

Ann

Solved
Best answer January 27, 2019

Best Answers
Level 15

How to use customized donor transaction summary for all donors

6 Comments
Anonymous
Not applicable

How to use customized donor transaction summary for all donors

There isn't a way to do what you're asking, as the default report that appears when you QuickZoom can't be altered.

 

QB won't really create proper donor statements; Instead use our BRC Donor Statements - Desktop  app, which will create them from your QB data.  This may help in your case and save a lot of time creating the reports.

Level 15

How to use customized donor transaction summary for all donors

Level 3

How to use customized donor transaction summary for all donors

Well actually - yes, there is a way. @qbteachmt was able to reply and show me how to customize and save in order to create a statement for each donor - in QBs. It was great!

But thank you for replying... :)

 

Level 3

How to use customized donor transaction summary for all donors

(you'd have to go to the end of the thread to see what she told me... i guess i threw in that question off topic from my original question.. which is why title might not match his/her response)

QuickBooks Team

How to use customized donor transaction summary for all donors

Hi there, annstephens

 

I've checked the other post and I'm delighted to know that you were able to find the solution you're looking for, thanks to the awesome insight provided by qbteachmt and my colleague Kristine Mae.

 

The Community is full of experts possessing knowledge in all aspects of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you. Thanks again for reaching out, wishing you and your business all the best!

Level 3

How to use customized donor transaction summary for all donors

Yes... they were great !... and you are too! I appreciate all the help and resources this forum provides! Keep up the good work :)

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