cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Anonymous
Not applicable

Year-end Donation Letters

QBO Team, Any updates on the Year-End Contribution Statement addition?

Highlighted
QuickBooks Team

Year-end Donation Letters

Hello there, @Anonymous.

 

Currently, the ability to create a Year-End Contribution Statement is not yet available. What you can do is to generate the Sales by Customer Detail report and send it to your Donors.

 

First, let's prepare the email template that will be used in sending the report to your Donors.

  1. Click the Gear Icon.
  2. Choose Account and Settings.
  3. On the Sales tab, edit Messages.
    • Sales Form = Statement / Sales Receipt
    • Use Greeting: To: [Display Name]
    • Subject = “Donor Statement from [your company]”
    • Email Message: “The attached donor statement acknowledges your generous contribution. No goods or services were provided in exchange for your contribution. Please retain this for your records. Thank you for your support! [your company signature]”.
  4. Click Save.
  5. Hit Done.

Once completed, here's how to generate the Sales by Customer Detail report:

  1. Go to Reports.
  2. Choose Sales by Customer Detail.
  3. Click the Customize button.
  4. In the Rows/Columns section, click the Change Columns.
  5. Select Customers.
  6. Click Run Report.

To create a Statement, here's how:

  1. Click the Plus Icon.
  2. Go to Statements.
  3. Select the Transaction Statement.
  4. Choose All Customer Balance.
  5. Select the date range of the statement.
  6. Click Save and Send.

That should do it! This will allow you to prepare a Year-End Contribution Statement.

 

Let me know if you have other question about generating and sending a report in QuickBooks Online. I'm always here to help.

Highlighted
Anonymous
Not applicable

Year-end Donation Letters

Thanks this was helpful. I was able to create custom reports that satisfies my needs though it would be nice to have it as a standard report.

Highlighted
QuickBooks Team

Year-end Donation Letters

Delighted to hear again from you, @Anonymous.

 

It makes my day hearing that the steps I've provided works on your end. We'll be sure to keep enhancing and adding features to QuickBooks Online so it becomes an even more versatile tool for you.

 

Stay tuned to our blog to see what's in store: https://intuit.me/2L2zqTv.

 

Always feel free to leave a post here in the Community if there are features you’d like to get more familiar with. I'm just one post away. Wishing you continued success!

Highlighted
Level 1

Year-end Donation Letters

Unfortunately this does not solve our problem.  

 

The Sales by Customer Detail Report is still just one long report without page breaks and cannot be used as is.  Each customer needs to be on its own page.  In the desktop version you could just click to add in page breaks and it was beautiful.  Now we have to export to excel and add our own page breaks which takes a really long time.  Is there a place to add page breaks?

 

The Statement is separated by donor but is a generic page missing donation information that shows what they gave towards.  It sends an amount and description of the product/service but doesn't list the actual item or class it was given towards.  Is there a place to customize the transaction info listed on the statement?

Highlighted
Moderator

Year-end Donation Letters

Hi @mpritchett,

 

As of the moment, there isn't an option to add a page break and customize your transaction's detail in your statements and reports.

 

What you have been doing is the only workaround and the option we have for now. Exporting them as an Excel file allows you to customize and add details you want for your statements and reports.

 

But don't worry, I'll pass along your request to our product developers. This way, they'll know your need for a customizable report and transaction's detail for your customer's statement.

 

In addition, I'd recommend checking our QuickBooks Online Blog so you'll be updated with all the new features released in our software.

 

As always, you can visit our Help Articles page for QuickBooks Online if in case you need to learn some "How do I" steps.

 

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.

Highlighted
Level 1

Year-end Donation Letters

is there an easy way yet for us to print and mail or email Donor Year End Statements?  Just needs the name, amount, what they gave toward and the date, and of course the total for the year.

Can someone please share how to do this? Year end will be here shortly.

Thank you

Highlighted
QuickBooks Team

Year-end Donation Letters

Hi @imattertoo,

 

You can create a statement for multiple customers at the same time. Let me share to you the steps:

  1. Click the Sales tab, and select Customers.
  2. Select the customers you want to make statements for.
  3. From the Batch actions menu, select Create statements.
  4. In the Statement Type menu, select the type of statement you'd like to make.
  5. Make sure to edit the start and end dates to cover your year-end date range.
  6. Click Apply.
  7. Select Save and send to email the statements to your selected customers.

In case you'd like to customize your statements, you can find the steps in this article: Create customer statements. It also includes answers to common questions about statements.

 

Leave me a comment below if you have any other questions in mind. I'll get back to you.

Highlighted
Level 1

Year-end Donation Letters

This is doable right on quickbooks online without downloading any additional apps. Year end donation letters can be printed by going to, Customers - select all and then Batch Action and click "Create Statements" then under Statement Type select "Transaction Statement" and enter the correct dates and then Preview Print!

Highlighted
Community Champion

Year-end Donation Letters

To create year end Donor Letters, complete with details of the giving history and other required details like a disclaimer and your tax ID and such, use the BRC Donor Statements - QB Online 

It can be highly customized and will create statements in batch for printing or emailing.

Highlighted
Level 2

Year-end Donation Letters

How do you enter your donations?  I have just been entering as a deposit but these do not show up in the report.

Highlighted
QuickBooks Team

Year-end Donation Letters

I'm glad that you reached out to us, Kranmer.

 

I can help you record your donations. We can create an invoice or sales receipt to the donations that you've received. First, let's make sure to create a dedicated account for your donations. Here's how:

  1. Select Accounting from the sidebar menu, then click the Chart of Accounts tab.
  2. Hit New, then choose the Income account type.
  3. Select Non-Profit Income from the Detail type drop-down list.
  4. Enter the necessary information.
  5. Click Save and Close.

Then, we can customize the Transaction List by Customer Report to view the donations. Check out the steps below:

  1. Select Reports from the sidebar menu.
  2. Search Transaction List by Customer Report.
  3. Hit Customize.
  4. Set the appropriate report date.
  5. Click Filter.
  6. Select Invoice and Sales Receipt from the Transaction Type drop-down list, then hit Run report.

To save the current customization settings of your report, you can use the memorize feature.

 

Please tag me in the comment section if you have any other questions or require additional help in managing your donations. I'm always here and ready to help.

Highlighted
Level 1

Year-end Donation Letters

Why is this marked solved?? Not so! I have been doing the accounting for our church and the QBO statements have been inadequate. We can't even note that "no goods or services were provided in return...." The IRS requires that statement QBO doesn't allow is to comply. I've manually ran printed statements separately through the printer to add the blurb on the bottom of each page. Additionally, I can't remove the line and text that says "detach here and return with payment." Each year end make be thing about using different software. It's frustrating.  

Highlighted
Moderator

Year-end Donation Letters

Hello there, Al521. I wouldn't like you to feel that way.

 

I'll ensure to take note of all the information you've shared here. Then, pass these along to our product engineers. Your suggestion might be given a chance to be included in the next product updates.

 

Visit the Community again if you need other help. I'll be around.

Highlighted
Level 1

Year-end Donation Letters

That works if each donation is recorded as a sale, but we are not doing that.  We are just splitting out each deposit into each individual donor.  We can customize a report for each individual (one at a time) but that's not efficient.  Most other programs offer a one button solution for creating donor statements, not hours of creating individual reports.  If you have a solution, please email [email address removed].  Thank you. 

Highlighted
Level 1

Year-end Donation Letters

How do you get the entity's Tax ID to print on the statement? I've tried to use Custom Form Styles, but it only lets you edit invoices, estimates or sales receipts. Unbelievable! 

 

Please HELP! 

Highlighted
QuickBooks Team

Year-end Donation Letters

Thank you for posting in the Community, @Hali Cleveland.

Currently, it's unavailable to include the entity's Tax ID on the statement. I'll take this one as feedback and submit it to our product engineers to boost your QuickBooks Online (QBO) experience. There they can test this feature with a due process and implement it if engineers approve its usability.

You can use this video article on how to modify templates and apply templates to sales forms: Customize your invoices, estimates, and sales receipts in QuickBooks Online

 

You can always get back to this post if there's anything else. I'm always here to help you. Have a good one!

 

Highlighted
Level 2

Year-end Donation Letters

I sure hope these changes will be made and soon.  I feel like I've gone backwards with this product for our needs.

Highlighted
Level 1

Year-end Donation Letters

I'm not sure if this has been mentioned, but last year I discovered how to email annual giving statements to my donors. In QBO, go into your Sales > Donors and click on the "Batch actions" button and click "Create statements". This is basically like generating a report for a date period, but the batch statements allows you to email individual statements to each donor and rather than messing with a letter template, you create an email body text that is included with every email/statement sent out.

Highlighted
Community Champion

Year-end Donation Letters

Be aware that QB Online's statements are not valid donor letters.  They do not comply with the rules for donor letters / statements in several ways.

 

For real donor statements, see BRC Donor Statements - QB Online 

Highlighted
Level 1

Year-end Donation Letters

Any Update on this? The statements are not customizable. This is an easy task in Quickbooks desktop.

Highlighted
QuickBooks Team

Year-end Donation Letters

Hi there, ijsamuel.

 

Currently, we don't have any updates with customizing the statements in QuickBooks Online. This feature request has been forwarded to our engineers.

 

You can visit the QuickBooks Blog to see the new feature releases. 

 

If you have any additional suggestions, please let us know in the comments. Thanks.

Highlighted
Level 1

Year-end Donation Letters

That link does not work - can anyone post the slides from Greggs talk at QB Connect on how to use QB for donations

 

thanks

Highlighted
QuickBooks Team

Year-end Donation Letters

Greetings, @thewellhop.

 

I'd be delighted to guide you in revisiting the presentations during the break out sessions in the last QuickBooks Connect event. Let's get started!

  1. Go to: https://quickbooksconnect.com/agenda/.
  2. Choose the 2019 Agenda tab.
  3. Select November 6 (Accountant Day) section.
  4.  Scroll down to the 2:30-3:30 Breakout sessions.
  5. Expand the Tax Planning for Non-profits - Understanding UBIT and the New Laws section.
  6. Click the See Powerpoint presentation link. 

Always feel free to visit us here if you have other questions or concerns about exploring around the Community page. I'm always here to help.

Need to get in touch?

Contact us