
Create single or multiple transactions statements for donors
by Intuit• Updated 5 days ago
Transaction statements can be used as donor reports. They're useful for nonprofit organisations and businesses that need to send activity reports to their donors, but don't need a running balance or amount due.
Prerequisites
This article applies to organisations set up as nonprofits in QuickBooks. Make sure you've configured QuickBooks Online for your nonprofit organisation before proceeding.
Note: In case of nonprofit organisations, customers may also be referred to as donors.
Create a transaction statement for one or more donors
Like a balance-forward statement, a transaction statement shows all activity between the start and end dates you choose. Here's how to create a transaction statement for one or more donors:
- Go to Sales and select Customers (Take me there).
- Find the donor (customer) you want to create the statement for.
- To create a statement for a single donor, select their name. Then, from the New transaction ▼ dropdown, select Statement.
- To create a statement for multiple donors, select the checkbox for each donor you want to create a statement for. Select the Batch actions ▼ dropdown, then select Create statements.
- From the Statement type dropdown, select Transaction Statement.
- Select the Start date and the End date. If a donor isn't eligible for a statement of the selected type within that period, they will be left out.
- Make sure to select a checkbox to select a recipient (if not already selected).
- Double-check each donor’s email address.
- Select Save and send.
- Review the statement and select Send.
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