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Quick Links Quick Facts Use this tool to create custom donor statements for non-profit organizations. Supported on Windows. Other Tools |
Donor Statements for QuickBooksCreate 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:
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