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December 28, 2018
Question

How do you generate year end donation letters by customer

  • December 28, 2018
  • 2 replies
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Can someone please walk me through how to create year end donation statements by customer?  I've read several blogs/feedback and it appears that if you are using Quickbooks desktop non profit there is no standard feature.  The reason our church selected this product because they stated they had this feature.  If this feature is not available, we will have to use another product.

2 replies

December 28, 2018

There is no version of QB that will create proper donor statements.   Various solutions have been attempted, but none work properly IMO.

 

Instead, use our BRC Donor Statements  app.  It'll create exactly what's required.

January 14, 2019

Is there any way to generate year end donation letters with Quickbooks for Mac. BRC only works for windows.

AlcaeusF
January 14, 2019

Hello Yadlyad,

 

I'm here to help provide some clarification on your question regarding year-end donation letters in QuickBooks Desktop for Mac.

 

Right now, the ability to generate donation letters is unavailable in the Mac version. You can try searching for third-party apps that'll allow you to create the donation letters.

 

For now, I recommend sending feedback directly to our Product Developers. Please know our updates depend on the suggestions we received from the users.

 

That said, I encourage you to visit this link and submit your feedback:

 

QuickBooks for Mac Product Feedback.

 

Feel free to come here with all of your QuickBooks needs. The Community is here whenever you need assistance.
 

 

 

December 5, 2020

Just checking to see if anyone has been able to solve this issue. If we can't track and generate year end donation letters this will be my final year with QB. Such a basic function.

MichelleBh
December 5, 2020

Thanks for following up about year-end donation letters in QuickBooks, @DPSDLS.

 

Let me share some information about the donation letter in QuickBooks. 

 

As of now, the ability to produce donation letters is unavailable in QuickBooks. With this, I'd suggest utilizing our third-party app by going to the apps.intuit.com or BRC Donor Statement, as mentioned above. 

 

I know how beneficial to have the capability to track and generate donation letters in QuickBooks. That's why I'll take note of this idea. I'd suggest visiting our QBO Blog frequently. This way, you'll know the latest headlines and updates, including product improvements.

 

To know more about various enhancement and the How do I questions in QuickBooks, please visit this article: 

 

 

Don't hesitate to leave a comment below if you have any concerns. I'm always here, ready to help. 

January 5, 2023

I'm very frustrated.  I had QuickBooks Desktop version and was able to create donor letters.  It appears we can't do that with QuickBooks Online.  I had no choice but to move to QBO, because the desktop version was no longer supported. It costs more money and we lose key features????  Why hasn't QuickBooks done something about this?  To be able to create these letters it looks like you are suggesting we buy a plug in from Big Red Consulting, and it costs 79.00 minimum.  This stinks!  Has anything changed on this, am I missing something?