How to you provide a donation statement to clients?

Hello there, @wandaray.

Thanks for reaching us out today. I can help you provide a donation statements to your clients. 

QuickBooks allows you to create statements. This shows the status of a customer's account at a particular point in time. Each line item represents sales transactions, credits, and payments.

Let me show you how:

1. From the left menu, select Sales, and select Customers.
2. Choose the customer you want to create a statement for.
3. From the Actions drop-down, select Create Statement.
4. Select the type of statement you want to create.
5. Set the Statement Date, Start Date, and End Date.
6. Select Apply to view the statement.
7. Select Save.

You can also, create statements for multiple customers by following these steps:

1. Select the Plus icon (+) on the Toolbar.
2. Under Other, choose Statement.
3. Choose the recipients.
4. You can select Print or Preview at the bottom or select Save and close when you're done.

To learn more about managing statements in QuickBooks Online, please visit this article: How to create and manage statements.

This amount of information should get you on the right track, @wandaray.

You've got me here if you have further questions, I'll be around to help you out. Have a great day!

I highly recommend BRC"s app for this!

How about doing the same on QB Desktop Pro? Does anyone know?

Hello there, wandaray,

Creating donor statements in QuickBooks Desktop will only take a few steps:

1. Click Customers on the menu.
2. Select Create Statements.
3. Select the Statement Date.
4. Under the SELECT CUSTOMERS option, click One Customer, then select the donor's name.

You can also pull up donor reports. Here's how:

1. Click Reports on the menu.
2. Select Industry Specific, then Nonprofit Reports.

If you want to customize reports, these articles can help:

• Set report preferences
• Customize vendor reports 

Stay in touch with me if you got additional concerns.

We are a church and our donors donate to multiple funds.  For an annual or quarterly statement, can those funds be broken down and reported on as well as the total in a giving report to the donor.  We need to do this in batches , not just for an individual.

Thank you

I have followed the steps given to create a donation statement, however when I get to the Apply step, QB says 

Let's get rid of the error so you create a statement to your customer, asettegast.

You can start by accessing your QuickBooks Online (QBO) account via a private browser. This is a great way to isolate the issue since it doesn't store data in the cache. Here are the keyboard shortcuts below:

• Google Chrome: CTRL + Shift + N 
• Mozilla Firefox and Internet Explorer: CTRL + Shift + P
• Safari: Command + Shift + N.

Once open, go back to the Customers tab from the Sales menu. Then, create your statements again. 

If it works, clear cache and cookies on your regular browser. If not, I suggest using other supported browsers to isolate this issue.

If you're getting the same error, I recommend contacting our QBO Support Team. They can create a case and send it to our Product Team for further investigation.

I'm just a post away if you need anything else. Thank you and take care always!

We have the Non-Profit Edition and none of the things discussed here work.  When I try to create statements for donors, it says that there are no invoices, payments, etc.  Help?!?

Thanks for joining the thread and bringing this to our attention, @ChurchLady79.

Creating donor statements needs to have transactions under a specific donor. To isolate the issue, let's check if you've record invoices and payments for the donor. 

Here's how:

1. In the left menu, click Sales.
2. Tap the Donors tab.
3. Go to the Transaction List tab.

If there's a transaction, try to create statement again. Ensure to select the Transaction Statement as the Statement Type. 

To know more about donor statements, see this article: How to create single or multiple transactions statements for donors.

Please let me know how things go on your end. I want to ensure this gets resolve for you. Have a great day.

There are transactions showing under the Customer/Donor.  I do not have an option for Transaction Statement.  The standard statement does not pull donations on to it.

Hi there, ChurchLady79.

Thank you for stopping by the Community today. I'm happy to help get you in the right place. If the steps provided above by my colleagues don't seem to help you get to where you want to be, I would suggest reaching out to our support team. They have the tools at their disposal to look into your account with you in a private 1-on-1 setting in which they can determine the exact course of action to take. To reach them, follow these steps:

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Enter your concern, then select Let's talk.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

I'm also including a helpful article for you to check out down below:

• Create and send customer statements in QBO.

If there's anything else I can do to help, feel free to post here anytime and any day. Thanks for stopping by and I hope you have an excellent day.

Again, this is a desktop version.  Every answer given is talking about Quickbooks Online!

Hi again, ChurchLady79.

I'm more than happy to provide you with the steps to reach out to our support team via QuickBooks Desktop. The QuickBooks Online tag was applied by the original poster of this thread hence the information primarily being about QuickBooks Online, but don't worry, I can definitely help you out with Desktop as well. To reach the support team, follow these steps:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

Additionally, you can check out this helpful article about customizing reports in QuickBooks Desktop.

Please, let me know if there's anything else I can do for you today, thanks again and have a nice afternoon.

I have been chatting with them for almost an hour.  They keep asking me to pay for support or use this forum!  There has to be a way to print a statement of donations!!!!

Hello, @ChurchLady79. 

Thanks for reaching back out to the Community. I've got you covered. Allow me to show you how to print a statement of donations. 

It's a simple process. Follow the steps below. 

1. Go to the Customers menu. (This may be listed as Donors in your account)
2. Choose the Create Statements option. 
3. Select the statement options you prefer and then Preview and Print. 

Here's an article that can provide some additional details on this matter: Create a statement. 

Let me know if this helps. I want to make sure all of your concerns are addressed. If you run into any trouble, just let me know. I'm only a few clicks away if you need me. Have a wonderful day! 

That is what I do!  It says that there is nothing to print.  IT WILL NOT PULL ANYTHING ENTERED IN THE DONATIONS TAB.  There are donations that show up on the transaction list for each customer/donor.  They show up on the Donor Reports.  They will not show up on Statements.  It says "Nothing to print. No statements were created. There are no outstanding invoices, credit memos, or statement charges for the date range or additional options you selected.  Change Statement period dates and try again."

Thanks for the quick reply, @ChurchLady79.

I'll bestow some fundamental troubleshooting steps. So you're able to print the customer's statement in QuickBooks Desktop. 

But before that, make sure that the selected period in the statement page is the same on your transactions. That way, the donation statement will show up. 

Once confirmed and still getting the error message, let's run the verify and rebuild data in your account. 

Here's how: 

1. Go to the File menu, then choose Utilities. 
2. Click Verify data. 
3. Review any other problem. 

If there is another problem, go back to the File menu, choose Utilities, and tap Rebuild Data. For more details, check out this article: Verify and Rebuild Data in QuickBooks Desktop.

If the issue persists, you can visit this article for additional troubleshooting procedures: Troubleshoot PDF and Print problems with QuickBooks Desktop.

Additionally, ensure that your QBDT is in the latest release and the box with a balance less than is not empty. You can put it at 0.00. Doing this will help you fix your statement based on release notes. 

Please browse these pages below about handling various reports, transactions, templates, and other topics. 

• Create custom email templates in QuickBooks Desktop
• Reports
• Sales and customer

You're always welcome to comment below if you have other questions about QuickBooks. I'll be here to help. Take care.

There is no problem when I verify data.  I have the R14 update for QuickBooks Premier 2019.  It will pull things entered as invoices.  It will not pull things entered as donations (called sales receipts on the transaction list).  I can pull it up as a report, but not a statement.  I will have to address each envelope individually if I can't get a statement printed.  That will be literally hundreds of them.

Thank you for the additional information, @ChurchLady79.

I also appreciate for performing the given troubleshooting steps above. Since it gives you the same result, the steps provided above by my colleague Nick_M will help you connect with our QuickBooks Desktop Support. That way this issue will get resolved right away. They have the proper tools to do screen sharing in a safe environment that will help you identify what’s causing this issue.

Also, you can use this article as a reference on what to do when you encounter an error when printing in PDF format: QuickBooks Print Repair Tool.

Please leave a comment below on how it goes. I want to make sure that this issue will get resolved. I’ll be waiting for your response. Have a good one.

After chatting online with a representative for over an hour yesterday, she quit responding to me.

After 25 minutes on the phone today, another representative quit answering me.

No one has an answer that they are willing to provide for free. I refuse to pay $70 or whatever it is for you to tell me how to print one thing!  Customer Service has gotten so much worse since you started the offering QBO.

I need a Statement to show all transactions for customers/donors from QuickBooks Desktop Premier Nonprofit Edition.  I do not need a report as that will require hand addressing hundreds of envelopes.  Don't send me a link on how to create regular statements as those do not pull transactions entered under the donations tab (sales receipts).  I do not need to verify/rebuild data as the transactions show up on reports.  I have the latest R14 update.  The workflow arrows show that you have the donations tab after the statements.  Why is a Transaction Statement offer in QBO and not Desktop?

Hello there, @ChurchLady79.

I hope I can turn this experience around for you, and show you how to provide donation statements to your customers/donors. 

QuickBooks Desktop also allows you to create statements. This shows the status of a customer's account at a particular point in time. Each line item represents sales transactions, credits, and payments.

Let me show you how:

1. Click Customers on the menu.
2. Select Create Statements.
3. Select the Statement Date.
4. Under the SELECT CUSTOMERS option, click One Customer, then select the donor's name.

You've got me here if you have further questions, I'll be around to help you out. Have a great Friday and weekend!

Again, using the create statements DOES NOT PULL ANYTHING ENTERED IN DONATIONS TAB.  The items show up on the transaction list as Sales Receipts.

I am having the same problem