Create detailed donor statements
Create donor statements directly from your QuickBooks data. No need to reenter any data.
How it works
This product automatically imports and uses QuickBooks donation data to create donor statements.
Use it to create donor statements ready to mail or email! The email features uses our BRC XL Email Manager to send email (it needs to be installed in order to use the email feature.)
If you print and mail statements, you can use #10 windowed envelopes and your address and your donors address will show in the windows with no need for address labels. As a result you can eliminate mistakes and save time.
The Donor Statements add-in includes support for for data that has been entered in various ways 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. Or all of the above, all mixed up. All of these transaction types can be included in your statements. There is usually no special set-up in QuickBooks. If you’ve entered your donations using your donor names, they’ll probably work with this tool.
The Donor statements product includes various customization options: You can specify your opening and closing text, include various mail-merge fields, and show and customize the details of each Donor’s giving history . And there are more options, some of which you can see in the images below. For example, you can also select between two donation table options, and choose the data columns to include. Pledges (open Invoices) can also be included in their own detail table, to help recipients see both their giving history and also any outstanding commitment.
Download this add-in 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 product 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 lots of 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 at HEED