Skip to main content
ljbukowski
January 22, 2020
Question

For Quickbooks online, how do I generate end of year donor tax letters like I did for the desk version?

  • January 22, 2020
  • 11 replies
  • 0 views
Original commenter did not share additional details

11 replies

MaryGraceS
January 22, 2020

Hello there, @ljbukowski.

 

Right now, the ability to generate donation letters is unavailable in QuickBooks Online (QBO). As a workaround, you can create a transaction statement or pulling up the Sales by Donor Detail report to get the details you need per donor. 

 

Here's how to create a statement: 

  1. Click + New from the left menu. 
  2. Select Statement under Other.
  3. Choose Transaction Statement as the Statement Type.
  4. Set your desired period and choose the recipients.
  5. Select Print or Preview at the bottom or select Save and close when you're done.

To create the Sales by Donor Detail report, refer to the steps below: 

  1. Click Reports on the left panel.
  2. Type Sales by Customer Detail on the search box.
  3. Click the Customize button in the upper right-hand corner.
  4. Maximize the Rows/Columns section, and then click the Change columns link.
  5. Check the box for Donors.
  6. Click Run report.

If this doesn't work for you, I'd suggest visiting our App Center. There are donation apps that can integrate with QBO and can sync with your financial data. This way, it'll be easier to gather everything you need to issue the donor letters.

 

You can stay in the know about feature releases and product updates by visiting the QuickBooks Blog. It also contains some tips on how to efficiently run the business.

 

If there’s anything else that I can help you with, simply click the Reply button below. Have a great day ahead. 

bg73
January 20, 2021

I am trying to run statements as noted above to use for donor letters.  However, my system is telling me that only 6 of my 75 donors have statements.  I don't understand why?? 

Can you  help?

MirriamM
January 20, 2021

Thanks for joining the thread and providing information about your concern, bg73.

 

Let me share information with you about creating donor statements. There are things that you need to consider when creating. These are the following:

  • For Balance Forward and Transaction statement types, ensure that the Start Date and End Date chosen coincides with the corresponding Invoice/Pledge dates.
  • The customer needs to have at least 1 Open/Overdue Pledge/Invoice so that the system could generate a statement.
  • For Balance Forward statement type, check if the Donor/Customer Balance Status matches the Status of the Pledge/Invoice, i.e. Open/Overdue/All.
  • If a donor does not have an email address within the Donor Information setting, they will appear under the Missing email address tab.

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.

BigRedConsulting
BigRedConsulting
January 26, 2020

Though you can create reports for managements purposes, QuickBooks won't create proper donor statements with the required text and read to mail or email.  Instead, use the BRC Donor Statements - QB Online , which will read your QB data (first exported from QB using reports) and create the statements without any additional data entry.

Terms & ConditionsAccessibility statement