Donor Statements for QuickBooks

Create donor statements without data entry. Connect directly to QuickBooks to get your donation data.

Optionally create mail merge data for use with MS Word or our XL Email Manager.

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

The Donor statements tool pulls QuickBooks data and converts it into statements. It includes various custom options: For example, you can specify your opening and closing text, include various mail-merge fields, show the details of the Donor’s giving history, and select from many available data columns to include in a donation details table.

This tool includes support for multiple data entry options. In QuickBooks, you can enter your donations as Invoices & Payments, Sales Receipts, Statement Charges, directly as Deposit line items, and even as General Journal entries. All of these transaction types can be included in your statements. 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, so recipients can see both their giving history and also their outstanding commitment.

Works with…

The Non-Profit Donor Statements add-in works with QuickBooks for Windows Simple Start, Pro, & Premier 2007 – 2012, and QuickBooks Enterprise 7.0 - 12.0., U.S. QuickBooks versions. It also works with recent Canadian QuickBooks versions.

The tool is an Excel add-in and works 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 and the first 15 statements are created during a statement run. Try the trial now.

Purchase Information

Registration keys can be purchased for $59. Click here to purchase now.

Screenshots

Here’s an overview of the process to create your statements:

1. First, get data from QuickBooks:

2. Next select custom options for content and layout of your statements. Once you setup these options, your settings are saved from session to session:

Select the account or accounts you use to track donations:

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]:

Other Options

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. Many statements can be quickly created using this tool:

Statement Preview

Shown below, 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.