Question

We need to process year-end donation statements for our non-profit. The statement does not work. Any suggestions?

Forum|Forum|5 years ago
January 12, 2021
21 replies
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Original commenter did not share additional details

QuickBooks Online

C

ChristieAnn 11

Welcome to QuickBooks Community, cpblaszczyk.

You can pull up and customize the Sales by Donor Summary report to process year-end donation statements for non-profit.

Here's how:

On the left panel, click on Reports.
Search for Sales by Donor Summary on the search bar.
Choose the Report Period and choose the specific date range.
Select the Run Report.
Click the Customize button and make any changes or filter the option to show the specific data.
Hit the Run report button.

Once done, you can click on Save Customization. This way, any changes made will be saved and can be seen in the Custom Reports tab.

If the suggested above didn't work, I suggest exporting the report to Excel and manually customize it from there. That way, you're able to add some details depends on what you need in your business. Please follow the steps below.

From the report, click the Export icon beside the printer icon.
Choose Export to Excel.
Make any customization to Excel.

Please refer to this article to see steps on how to make sure that your company is set to Nonprofit organizations to ensure that you're tax-exempt: Configure an account for a nonprofit organization.

Please don't hesitate to let me know if I can be of further assistance. I'd be delighted to be your guide once again.

C

cpblaszczykAuthor

I do not find the Sales by Donor summary. Is this a report I can download somewhere? Thank you

KlentB

I'll help you in finding that report, ykcpblaszczyk.

It could be the customer label wasn't changed to Donors that's why you're unable to see the Sales by Donor Summary report. In this case, you can run and export the Sales by Customer Summary to help process year-end donation statements.

Please know that Sales by Donor Summary and Sales by Customer Summary are the same reports. In a nonprofit organization, customers are actually donors. When you're ready, here's how to do it:

Select Reports from the sidebar menu.
Under the Sales and customers section, choose Sales by Customer Summary.
Click the Customize button.
Set the appropriate reporting date and accounting method.
Select Run report, then click the Export icon beside the Print icon.
Choose Export to Excel.
Customize the data of the report.

Although, you can also follow the steps below if you want to see donors instead of customers on reports and forms in QuickBooks:

Go to the Gear icon, then Account and settings.
Choose Advanced.
From the Other preferences section, click the Edit button.
Select the Customer label drop-down menu, then choose Donors.
Hit Save, then Done.

Additionally, here's an article that you can read to help track and view the breakdown of your sales or contributions for each customer or donor: Sales and member contributions report.

I'm just a few clicks away if you need more help in completing your other tasks in the program. Have a great rest of the day.

BigRedConsulting

@cpblaszczyk @MMtreasurer @YPN

Yes, QuickBooks A/R statements and reports won't show you the data needed for donor letters/statements. QuickBooks doesn't have a feature to create such statements, showing the reportable payments for the year or other period. Instead, use our BRC Donor Statements - QB Online or BRC Donor Statements - Desktop tool to create the statements.

These tools report on cash received and will include Payments on Invoices, Sales Receipts, and Deposits - in cases where you record your donations directly as deposits. You can include a detail or summary table of donations, or no table. You can include custom text to thank your donors, complete with "mail merge" type fields, so each statement will address the donor by name, and can include the donation total and other fields in the text. You can also include logo and signature files on the statements.

The tools create statements that are ready to print, tri-fold and mail, and if you use windowed envelopes you can print your company and donor addresses on the statements - and align them - so you don't even need to create and use use address labels.

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vbothe11

So nice that there is a software to do what is needed but that is another yearly subscription that is something that should be part of quickbooks already. Definitely this is hard to understand why this is not a standard report for a non-profit already. I can get the detail report to print but there is NO option to print each customer/donor on a separate page - only available for financial reports. I also find the reports are not as customizable as they would believe you to be. Really antiquated for what is supposed to be a premier program. IMHO

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DonorStatements

www.donorstatements.com

D

DonorStatements

We built a powerful web app to address this gap in QuickBooks functionality. Our app makes it extremely simple to bulk generate beautiful IRS-compliant statements for all your donors as once, or create a statement for an individual donor. We also have powerful filters to tailor make statements according to your own criteria. You can set our app to automatically email statements to each donor, or print a PDF (preformatted to fit standard #9 double window envelopes) to mail them out for a more personal touch.

www.donorstatements.com

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MAJ4

Way too expensive for a non-profit that just needs to send out less than 100 donor statements. The fact that Quickbooks forces a move to the online version but can't provide the same features as the desktop version for non-profits is insane.

BigRedConsulting

You may like our pricing better. See BRC Donor Statements - QB Online for a solution that'll create customizable donor statements from your QBO data - basically no matter how you've entered your donations. Deposits, sales receipts, and invoices/payments are all supported. All at the same time if needed.

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