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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 |
Non-Profit Donor Statements for QuickBooksCreate 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:
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MS Excel and MS Money are registered trademarks of Microsoft, Inc. QuickBooks is a registered trademark of Intuit, Inc.