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shanniealmc
December 30, 2019
Question

How do I print donation statements? For donations only. We have other sales transactions and they are all showing up.

  • December 30, 2019
  • 2 replies
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Original commenter did not share additional details

2 replies

J
Joshua R
December 30, 2019

Good afternoon, @shannielmc.

 

I'm happy to provide the steps on printing donation statements.

 

To print individual Donation Receipts:

  1. After entering and saving a Donation Receipt, click Print or Preview at the bottom.
  2. Select Print or Preview again from next the pop-up menu.
  3. Review the receipt and click Print. 

If you'd prefer to print all Sales Receipts at one time:

  1. After entering and saving a Donation Receipt, click Print or Preview at the bottom.
  2. Check the Print later box from next the pop-up menu.
  3. Click Save, Save and send, or Save and close. 

To print batch Donation Receipts:

  1. Select Sales or Invoicing from the left menu.
  2. Select All Sales at the top.
  3. Open the Filter drop down menu.
  4. Under Type, select Sales Receipt.
  5. Under Delivery method, select Print later.
  6. Click Apply. 
  7. This will display all Sales Receipts you've set to Print later throughout the year.
  8. Check the box beside each receipt you'd like to print.
  9. From the Batch actions drop down menu, select Print transactions.
  10. Your Sales Receipts will open in open in a new browser tab. Scroll down to view all.
  11. Right click on any receipt and click Print.
  12. This will print all selected sales receipts at once.

 

If you have any other questions about printing donation receipts, or anything else QuickBooks related, please reach out. We are always here to lend a helping hand.

N
NLMadmin
December 31, 2019

I recently purchased Quickbooks Premier Nonprofit Edition 2020.  How can I populate a year-end donation receipt for our donors (we are a church)?

Michael K
Michael K
December 31, 2019

Hey there, @NLMadmin. Glad to have you here in the Community. I'm happy to help you with creating a receipt for your donors.

 

It's just a few simple clicks. Here's how:

  1. In the menu bar, choose Reports, then Report Center.
  2. Click the Nonprofit tab to the left, then scroll down and hit Run below the Donor Contribution Summary report.
  3. Once the report has been populated, select the Customize Report button at the top.
  4. Choose the Filters tab, then use the Search Filters box to type in "Name". Next to the filters, you can choose which donor you'd like to filter.
     

 

I'm only a click away should you have any further questions. Wishing you and your business continued success in all that you do.

D
DonorStatements
January 12, 2024

We had the same problem, and tried many different apps and services. Finally we built our own: www.donorstatements.com. It’s a web app that integrates seamlessly with QuickBooks Online. It can handle dual sales/donation income companies as you mentioned, and also has many other powerful filters to create a batch of statements exactly according to your needs. It will automatically print IRS-compliant statements preformatted for #9 double window mailing envelopes, or our app can automatically email individual statements directly to your donors.

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