Non-Profit Donor Statements for QuickBooks

Create donor statements in Excel without data entry! Connect directly to QuickBooks to get your data with a few clicks.

New! Optionally create a Mail Merge Table of donations and outstanding pledges for use with MS Word or our XL Email Manager.

Use this tool to quickly and easily create 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 tool reads QuickBooks data and with a few mouse clicks quickly converts it into donor statements. It supports various customization options. You can enter opening and closing text, include mail-merge fields, show the details of the Donor’s giving history, and select which columns to include in the details table. The tool remembers your setting and then automatically creates your statements with a single click.

Support for multiple data entry methods: In QuickBooks, you can enter your Donor contribution receipts as Invoices, Sales Receipts, and even directly as Deposits and they will be included in your statements. This means that there is no special setup in QuickBooks. If you’ve entered your donations, they’ll probably work with this tool.

Pledges (open Invoices) can also be included on statements, so your Donors can see both their giving history and also their outstanding commitments, if any.

Works with…

The Non-Profit Donor Statements tool works with QuickBooks 2006, 2007, and 2008 for Windows and QuickBooks Enterprise 6.0, 7.0, and 8.0. It works only with U.S. QuickBooks versions. It requires Excel 2000 - 2007 for Windows.

If you have an older version of QuickBooks for Windows, please email us for a potential solution.

Trial Period

The tool can be downloaded for a free trial allowing you to try before you buy. During the trial, almost all 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 just $49. Note that this is a one-time fee with no annual dues. Click here to purchase now.

Screenshots

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

B. Once your data is pulled from QuickBooks you can 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]:

C. Last, press the Create Statements button to create your statements, which are 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 and MS Money are registered trademarks of Microsoft, Inc. QuickBooks is a registered trademark of Intuit, Inc.