Non-Profit Donor Statements for QuickBooks

Create donor statements (also called donor receipts) in Excel without data entry. Connect directly to QuickBooks to get your donation data. You can also optionally create mail merge donations data for use with MS Word or our XL Email Manager.

Use this Excel add-in to quickly & easily create periodic donor statements ready to mail in #10 windowed envelopes. With no need for address labels and no data re-entry, you’ll eliminate mistakes and save time.

This add-in reads QuickBooks data and quickly converts it into donor statements. It supports various custom options: You can specify your opening and closing text, include various mail-merge fields, show the details of the Donor’s giving history, and select the data columns to include in the details table.

Includes support for multiple data entry methods: In QuickBooks, you can enter your Donor contribution receipts as Invoices, Sales Receipts, and even as Deposits and they will be included in your statements. There is no special setup in QuickBooks. If you’ve entered your donations, they’ll probably work with this add-in.

Pledges (open Invoices) can also be included on the donor receipts, so recipients can see both their giving history and also their outstanding commitments.

Works with…

The Non-Profit Donor Statements add-in works with QuickBooks for Windows Simple Start, Pro, Premier 2006 – 2010, and QuickBooks Enterprise 6.0 - 10.0. It works only with U.S. QuickBooks versions.

It works as an add-in within Excel for Windows 2000 - 2010.

Trial Period

The add-in can be downloaded for a free trial allowing you to try before you buy. During the trial, most features are available, though only the first 15 statements are created during a statement run. Give it a test drive!

Purchase Information

Registration keys can be purchased for $49. Click here to purchase now.

Screenshots

1. First, connect to QuickBooks and retrieve your data with just a few clicks:

2. Next select custom options for content and layout of your statements. When you setup these options, your settings are saved.

Select the account or accounts you use to track donor activity:

Choose individuals from your donor list or create statements for all matching donors (based on the account’s selected):

Chose data fields to be included in your statements:

Optionally select a bitmap or other image file to be used as your logo and to use as a signature:

Enter a custom message for your donors, including auto-replace keywords like [Name] and [Total Gift]:

3. Last, press the Create Statements button to create your statements, which are then ready to print. They’re designed to fit into a #10 windowed envelope, which saves time and increases mailing accuracy.

Statement Preview

Here, frames representing a windowed envelope are superimposed over the statement (but they’re not actually printed on statements.) Statements are designed to be tri-folded for windowed envelopes:

MS Excel is a registered trademark of Microsoft, Inc. QuickBooks is a registered trademark of Intuit, Inc.