Year-end Donation Letters

Hey there jefekefe,

Welcome to the Community. I'm glad to help point you in the right direction.

I found an article that might help get you back on track. You can check it out here: https://community.intuit.com/questions/1507980-year-end-donor-statements-missing-donations.

If you find during your research that the solution in this article doesn't work for you, I'd suggest sending feedback to our product development team. This would allow you to provide specific information about the feature you'd like to see added. Your comments and suggestions can be submitted by clicking the gear icon then selecting Feedback.

Please let me know if you have any other questions.

Definitely, one less most wanted feature in QBO than QB desktop.

Hi Jeff,

You can run a sales by customer summary report, and print it out, and before you use that total, go to the first dono on your list and click on that donors account and male sure the total you see on the report it's the same, the reason I am suggesting that, it's because I have found myself with people that have recorded a sales receipt or made a deposit of a psyment, but for some reason the sales by customer summary report has given me only amounts that are in invoices not including some sales receipts, this may be different for you, as far as the letters, you are to have of course a thank you for the donation, but you must include the total amount donated for the calendar year, ours says Dear Mr. John Do! we thank you for your support of $320.00 to name of charity our 501(c)(3) non-profit or not-for-profit 501(c)7organization,  we thank you for your total donation in  2017, your support had contribute to our mission to help prevent homelessness. 

You can find many templates of year end letters on Google, But the elements are the most important and you have to include your letter head with address and phone number, signed by the executive director, and must be mailed before January 30 of the current year for the amount of the previous year. And getting back to QBO, I would add class to monthly donors, one time donors, business fundraising, this makes it easier to sort out, you can export your report to excel so that you can add to the donors account any other money that needs to be added, with one template of your letter you can make all, just change the name of the donor, I agree with you about the letters it should be a feature included, but you can also rename a statement to or customize it to reflect as year end letters, but I would suggest just running the report and adding/changing  the name of donor and amount,  for each donor, I was not using the QBO Non-profit, I was using QBO Plus, I will give the Non-Profit a try, since you can change the label to donors I didn't have an issue using the QBO Plus, intead of the non-profit. I hope this helps a bit. 

Hello, has anyone tried the method as shown on  https://www.youtube.com/watch?v=kwfWdtZcA20  for Quickbooks Desktop?  

How is this marked solved?  We are required to issue a contribution report to each donor.  One list with all of the donors on it doesn't help.  I have to go through and create these manually for the third year in a row.  It's really inexplicable that it is not solved.  I have recommended my nonprofit go to other software.   

To create year end Donor Letters, complete with details of the giving history and other required details like a disclaimer and your tax ID and such, use the BRC Donor Statements - QB Online 

It can be highly customized and will create statements in batch for printing or emailing.

Why is this marked solved?? Not so! I have been doing the accounting for our church and the QBO statements have been inadequate. We can't even note that "no goods or services were provided in return...." The IRS requires that statement QBO doesn't allow is to comply. I've manually ran printed statements separately through the printer to add the blurb on the bottom of each page. Additionally, I can't remove the line and text that says "detach here and return with payment." Each year end make be thing about using different software. It's frustrating.  

You can use our web app at www.donorstatements.com to generate custom donor statements that are automatically IRS compliant, can be emailed to donor automatically, or easily printed for mailing (preformatted to fit standard #9 double window envelopes). We support many other powerful features as well. We fully support donations made via any method to any account, so your situation will be covered just fine.

Our app also includes many powerful filters so you can target your statements according to many custom criteria.

We ourselves are a nonprofit that struggled with this issue for years before finally deciding to build a solution ourselves.