Create detailed donor statements
Create donor statements directly from your QuickBooks Desktop data. No need to reenter any data.
How it works
This Excel add-in pulls donation transactions directly from QuickBooks and creates customizable donor statements in a letter-like format ready to print. You can create one or many statements at a time – all with no data entry.
key features
The Donor Statements add-in includes options to customize your statements to suit your charity:
Specify opening and closing paragraphs, include various ‘mail-merge’ fields, and you can include & customize the details of each donor’s giving history in a table. Additional options let you select between two donation table types and the data columns to display, such as date, item, description, class, amount, and many others.
It includes support for donation transactions entered as Invoices & Payments, Sales Receipts, Statement Charges, Deposit line items, and even as General Journal entries. You can mix and match between these transaction types, all of which can be included on your statements.
When printing statements, you can optionally use #10 windowed envelopes so there is no need to create address labels. This will reduce labor and eliminate labeling mistakes. A visual alignment feature makes it easier to create statements with addresses that match your windowed envelopes.
There is no special set-up needed in QuickBooks. If you’ve entered your donations using your Donor’s names, they’ll probably work with this add-in.
Pledges (open Invoices) can be included in their own detail table to help recipients see both their giving history and also any outstanding commitments they have made.
You can optionally batch email your statements! The email feature requires purchase of our Excel Email Manager.
Free Trial
Download this add-in for a free trial, which allows you to try before you buy. During the trial the tool is limited to creating 15 statements per run. After you purchase there is no limit to the number of statements you can create.
Download here: BRC Get the Latest (free) Product Builds
Testimonials
We’ve got lots of happy customers!
I have used BRC’s Donor Statements for creating donation letters for several years now. It is easy to use and provides the customization that I need. With the option to output pledge balances, I have also used the add-on to send out quarterly reminders. The customer support is fantastic, always willing to help with very rapid response to my email questions. It produces an Excel workbook that I’ve used to extract additional reports, like names and address of the current donors, faster than I could find out how to do in QuickBooks. – Connie Marks, Leander, TX
I can’t believe how easy it was to download and run the statements in the trial version! I spent way too much time trying to make the stock QuickBooks reports look professional and include the information needed. Thank you for creating this program and making it available. It is worth the money. – Doug McRoberts, Ottsville, PA
I teach QuickBooks courses for Churches annually and always recommend your Donor Statements software. It is a major feature that Intuit has missed when meeting the needs of churches. Thank you. – Rev. David J. MacDonald, Haddon Township, NJ
BRC has made creating out donation letters quite efficient. The software is easy to use and easily adjusts to your company’s needs. Customer Support is quick to reply to any issues and walks their customer through any issue. I was very impressed with Steuart and his patience with an issue we had. He even knew QuickBooks well enough to realize that it was not a BRC issue, but a problem with QB. He told me how to fix and it worked like magic. I was easily able to finish our donor letters and move on to other projects. Thank you so much! – Karen Fecarotta, Matthews, NC
We have used this add-in for the past 2 years to make our donor letters because QuickBooks Non-Profit does not have the capability to make donor letters which show each individual donation. Some donors ask to see the individual donations for reconciliation purposes, and we want to honor those donors. BRC has exactly what we want. It was incredibly easy to use the Donor Statements software. The directions are easy to understand and the letters are exactly what we want. Even adding our logo is easy. Thank you BRC for making such an incredible add-in. – Barbara – HEED
