I am sorry, but it seems like you do not even read all the postings before and then just repeat a tired response that does not work. Very frustrating. 

Good luck. This has been a problem with QBO for YEARS and they obviously have no intention of solving it. Customer service on this issue is a total waste of time, they give you answers you're not seeking. I believe none of them understand non-profit organizations' needs and don't care to find out and bring solutions to the table. Their "suggestion box" is another waste of time, just designed to make you feel good, but they have no intention of listening. 

I had this problem last year when integrating over to QBO from to desktop version. The problem was with HOW "Sales Receipts" were being entered. I am using the nonprofit version, so I go to +New > then under Customers, click Sales Receipt.

The way the previous treasurer was entering donor contributions, I believe, was from the deposit page. While you ARE able to enter the same information and generate reports with the same information, I found that it was omitted from the donor statements when I used the Quickbooks Advisor way (stated many times above). 

Unfortunately, I had to manually merge that year. I am doing it for the second time this year and the QB Advisor method now works for me. The only downside is that It doesn't breakdown receipt line items or specific funds, as someone said earlier.

We have over 50, but less than 100 members, so purchasing BRC's plan for more than 10 donor receipts is not worth it for me. If you want to invest in those types of software for years to come, make sure it offers QBO integration and great support. I have yet to fund an inexpensive one or one that will truly do everything I need it to for it to be a value. [If anyone has any ideas, please let me know.]

Some other suggestions, use Microsoft Word to enter bulk information through the Mailer tab. (Google it). Personally, I export a custom report (Sales by Donor Detail) to Excel. I break the master list down by giving each donor their own tab. I have not figured out how to make a standard few lines then customize the rest of the donor statement, but I know this can be done (requires more research/plug in/other software - again, if YOU know, please let ME know!). I do a whole document search and Replace "abcdefg" in the whole document to "abc" to make it esthetically pleasing and more simplified.

If anyone has a better idea for just 30-40 members, please let me know. Thanks! Hope this helps. =)

Thanks for sharing helpful tips to handle donations in QuickBooks Online, TricinaM.

As of now, you'll have to manually enter these details in your sales receipt by exporting them to Excel. Aside from that, you can also integrate a third-party app that'll let you upload your prepared transactions to QuickBooks Online.

Here's how:
 

1. Click Apps in the left navigation menu.
2. In the Search field, enter "Import Transactions" or any other keywords to find the most suitable app. You may also click Browse Category, then choose Data Sync.
3. Browse through the apps, then select the one you want.
4. Click Get app now, and then Connect.
   - Sign in using your Intuit Account, if you'll be asked to verify your identity.
5. From the Company/Firm drop-down menu, select your company.
6. Click Confirm, and then Connect.

Additionally, I've added this article that'll help you personalize and add specific information to your sales forms: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

Feel free to drop a message to this thread if you have more questions. I'll reply as soon as I can.

I tried this and the statement has nothing on it  It looks like a balance forward statement

I want a report / statement that shows all activity from the donor.

Not open balances, All donations from the donor.  

Using create statements only gives you open balances

How do you get a report with all transactions listed?

@McGuire9809 

You may need an additional app to have many following custom reports

Batch Deposit Report – See batch deposits from your payment processor in a specific date range.
Offline Transaction Report – Get a list of all offline transactions (check, cash, etc.) from a specific date range.
Transactions On and Offline Report – Get a list of all transactions that have been synced or entered into Donation within a specific date range.
SYBUNT Report – See donors who have given in one or more previous years but haven’t yet given this year.
Giving List Report – View all activities taking place between two dates.
LYBUNT Report – See donors who gave the previous year but haven’t yet given this year.
Lapsed Donor Report – See which donors have lapsed in their giving over a period of time.
Fiscal Development Report – Get a quick development report for the fiscal year.
Development Report – Get a quick development report for the calendar year.
Soft Credit Report – Get a list of all soft credit gifts for a specific date range.
Mailing Status Report – Get a report of email sends and opens with a party mailing list app for a specific date range.
Cause Team Report – Create a giving report based on your peer-to-peer Cause, sorting by team and team members.
Year-Over-Year Report – Run a giving report by fiscal year for one or all campaigns.

Hello Anonymous,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.

so I am new to this thread but not new to Quickbooks

I use QB for MAC desktop but I dont know why this wouldnt work for any version:

all you have to do, and what I have been using for years... is to create a sales receipt template. on my version there is something called "layout designer" so the drop down box on the sales receipt window says template..

hit that and select edit current or create new template.

then you can customize it however you want

I added statements about non profit and tax deduction etc

also added a nice thank you statement ... you can then print it out and mail or even email it to your customer (donor)   ...only thing is you have to print one out each time they donate.  dont know how to make one for year end though.... good luck

I am having the same problem!

Hello there, @ljenkinswaterville.

Let's create a transaction statement (for QuickBooks Online) or donor statement (for QuickBooks Desktop), so you can provide a record of donation amounts to your clients and manage your transactions accordingly.

If you're using QBO, send transaction statements. They are used for nonprofit organizations and businesses that need to send activity reports to their donors but don't need a running balance or amount due. To do this, here's how:

1. Go to Get paid & pay and select Donors.
2. Find the donor you want to create the statement.
3. In the Action column, select the dropdown, then Create statement.
4. From the Statement Type dropdown, select Transaction Statement.
5. Select the Start Date and the End Date.
6. Select Apply in case you've changed any statement criteria.
7. (Optional) Select Print or Preview to review the statement before sending it to your donors.
8. Select Save and send, then select Send.

You can refer to this article for the complete guide, and in case you also need to create multiple transaction statements in QBO: How to create single or multiple transaction statements for donors.

Moreover, you can also opt to utilize a third-party application that uses your QBO data, like the BRC Donor Statements - QB Online mentioned above, to provide donation statements to your clients. 

If you're using QBDT, you can generate your donor statements separately, as recommended by my colleague @ZackE above. You can also refer to this article for more details about this: Create statements in QuickBooks Desktop.

Also, you may want to check out any of these articles (based on your product) as your reference to guide you in tracking fund donations you receive in QuickBooks: 

• Track funds you receive from donors in QuickBooks Online
• Get started with customer transaction workflows in QuickBooks Desktop

Please feel free to leave a comment below if you have other concerns about managing donations and income transactions in QuickBooks. I'm always ready to help. Take care, @ljenkinswaterville.

You can use our web app at www.donorstatements.com to generate custom donor statements that are automatically IRS compliant, can be emailed to donor automatically, or easily printed out (preformatted to fit standard #9 double window envelopes). We support many other powerful features as well.

We ourselves are a nonprofit that struggled with this issue for years before finally deciding to build a solution ourselves.