Create detailed 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 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 addin pulls QuickBooks data and converts it into statements. It includes various 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. You can also select from many available data columns to include in a donation details table.
The addin creates statements without any additional data entry and includes support for for data entered in various ways in QuickBooks. For example, 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 using names, they’ll probably work with this tool.
Pledges (open Invoices) can also be included in their own table, so recipients can optionally see both their giving history and also their outstanding commitment.
The Non-Profit Donor Statements add-in works with QuickBooks for Windows Simple Start, Pro, & Premier 2007 – 2014 and QuickBooks Enterprise 7.0 – 14.0. U.S. QuickBooks versions are supported. It also works with recent Canadian QuickBooks versions 2012 – 2014.
Download this addin for a free trial, which allows you to try before you buy. Click the Windows logo above to download. You can use the trial to test the addin in your environment, creating a limited number of statements. When you purchase you’ll use a product key to unlock the trial, and then there there is no limit to the number of statements you can create.
We’ve got some happy customers!
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 – Treasurer -HEED Uganda