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T
treasurertx
February 18, 2024
Question

Can QB be set up to produce giving statements for church donors?

  • February 18, 2024
  • 2 replies
  • 0 views
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2 replies

H
Heide DC
February 19, 2024

Thanks for reaching out today in QuickBooks Community, treasurertx. Let me help you provide statements for church donors. 

 

Yes, QuickBooks allows you to set up statements for nonprofit organizations and businesses. Please note, when creating donor statements needs to have transactions under a specific donor.

 

Let me show you how:

 

  1. From the left menu, select Sales, and select Customers.
  2. Choose the customer you want to create a statement for.
  3. From the Actions drop-down, select Create Statement.
  4. Select the type of statement you want to create.
  5. Set the Statement Date, Start Date, and End Date.
  6. Select Apply to view the statement.
  7. Select Save.

 

You can also, create statements for multiple customers by following these steps:

 

  1. Select the New Plus icon (+) on the Toolbar.
  2. Under Other, choose Statement.
  3. Choose the recipients.
  4. You can select Print or Preview at the bottom or select Save and close when you're done.

 

Moreover, to learn more about managing statements in QuickBooks Online for reference, please visit this article: How to create and manage statements.

 

In addition, please visit this article to learn how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.

 

If you have additional queries about printing transaction statements in QuickBooks Online, please don't hesitate to reach us again by leaving a comment down below. We're always here to assist you all the way. Take care.

T
treasurertxAuthor
February 19, 2024

Thank you for the reply, but the statements produced using this method do not include activity posted to Sales Receipts.  They only show payments posted to Pledges (Invoices).  I need a statement that shows ALL GIVING for individuals.  How would I accomplish this?

    btks
    btks
    February 20, 2024

    Big Red Consulting has an app that will do this. (I am not affiliated)

      BigRedConsulting
      BigRedConsulting
      February 2, 2025

      @btks  Thanks for the mention!

       

      Yes, QuickBooks won't create a proper donor statement showing the donations received during a period.

       

      Instead, you can use our BRC Donor Statements - QB Online  and/or our BRC Donor Statements - QB Desktop  tools. These tools use your QuickBooks data to create proper letter-like donation statements for a period, such as a month or year. They're very customizable. You can change include a table of donations that's fully customizable as well as specifying the text parts of the statement. These tools can also email your statements, when used with our BRC Excel Batch-Email Manager.

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