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libertybarrett
Level 1

We are using c25.qbo.intuit for our nonprofit organization. Can I generate an end of the year donation receipt for our donors using quickbooks?

 
3 Comments 3
Mark_R
Moderator

We are using c25.qbo.intuit for our nonprofit organization. Can I generate an end of the year donation receipt for our donors using quickbooks?

Glad to have you here in the Community, @libertybarrett.

 

Yes, you can run and customize the Pledges and Received Payments report to show the end of the year donation receipt. Let me walk you through the steps.

 

  1. In your QuickBooks Online, click Report from the left panel.
  2. Search for Pledges and Received Payments.
  3. In the Report period drop-down, select Last Year to show the end of year donations.

I've attached screenshots below for your visual reference.1.PNG2.PNG

Here's an article you can read on for more details: Customize your reports in QuickBooks Online.

 

You might also want to check out this article to learn how to memorized reports.

 

Fill me in if you have additional questions. The Community team and I are always here to help.

BigRedConsulting
Community Champion

We are using c25.qbo.intuit for our nonprofit organization. Can I generate an end of the year donation receipt for our donors using quickbooks?

QuickBooks will not create a proper year end donation statement.

 

Instead, use the BRC Donor Statements - QB Online  which will (or the BRC Donor Statements - Desktop  for desktop QuickBooks.)

JLee2
Level 2

We are using c25.qbo.intuit for our nonprofit organization. Can I generate an end of the year donation receipt for our donors using quickbooks?

Is there a way to add the pledge's description to this report? There is a column for Memo/Description but it always comes up blank

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