Skip to main content
A
annstephens
January 27, 2019
Solved

How to use customized donor transaction summary for all donors

  • January 27, 2019
  • 2 replies
  • 0 views

I need to send out the annual donor statements for our nonprofit soon.

(using QB Desktop Premiere 2019)

See attached screenshot...

I have a created a Donor Contribution Summary (left report) showing all donors and have checked that donations are accurate. I clicked on one donor's total and customized that single donor report by removing extra columns and simplifying it for clarity (right report). I saved as a pdf to attach to the email to this donor.

 

I need to be able to open each of the other donors' reports without having to customize every time. I have not been able to find out how to save the settings (perhaps as a template?) so that i can finish these summaries faster. I tried "Memorize" but apparently that's for something else.

Any advice would be appreciated.

Thanks,

Ann

    Best answer by

    There isn't a way to do what you're asking, as the default report that appears when you QuickZoom can't be altered.

     

    QB won't really create proper donor statements; Instead use our BRC Donor Statements - Desktop  app, which will create them from your QB data.  This may help in your case and save a lot of time creating the reports.

    2 replies

    A
    Anonymous
    Answer
    January 27, 2019

    There isn't a way to do what you're asking, as the default report that appears when you QuickZoom can't be altered.

     

    QB won't really create proper donor statements; Instead use our BRC Donor Statements - Desktop  app, which will create them from your QB data.  This may help in your case and save a lot of time creating the reports.

      A
      annstephensAuthor
      February 7, 2019

      Well actually - yes, there is a way. @qbteachmt was able to reply and show me how to customize and save in order to create a statement for each donor - in QBs. It was great!

      But thank you for replying... :)

       

      Terms & ConditionsAccessibility statement