Create detailed donor statements
Create donor statements in Excel for Windows from your QuickBooks data – No need to reenter any data!
How it works
This add-in uses your QuickBooks Online donation to create customizable donor statements in a letter-like format ready to print. You can create one or many statements at a time with no additional data entry.
The Donor Statements Excel add-in includes options to customize your statements to suit your bib-profit: Specify opening and closing text, include various ‘mail-merge’ fields, and include & customize the details of each Donor’s giving history. Additional options let you select between two donation table types and choose table data columns such as date, item, description, class, and many others.
It includes support for donation transactions entered as Invoices/Pledges & Payments, Sales Receipts, and Deposit line items. You can mix and match between these transaction types, all of which can be included in your statements.
When printing statements, use #10 windowed envelopes so there is no need to create address labels. This can reduce labor and eliminate labeling mistakes. A visual alignment feature makes it easier to create statements that align to your windowed envelopes!
There is no special set-up needed in QuickBooks. If you’ve entered your donations using your donor names, they’ll probably work with this app.
You can also create donor statements and batch email them! The email feature requires purchase of our BRC XL Email Manager.
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.
3.45: Refine table formatting when using larger fonts. Handle multi-line donor street addresses.
3.44: Add option to include page numbers when emailing statements & when printing one statement per worksheet. Minor updates to the About & Purchase dialog.
3.42: Clean up report selection dialog messaging, tab order, and some logic. Display full file name in tool-tip for each field.
3.41: For the mail merge feature, add second street value back to address field, add a column for it, and remove carriage returns from fields for the merge tables for better formatting.
3.39: Add conditional text feature to text message fields which was previously added to the Desktop version of this app.
3.38: Clarify the use of the [Total Open Balance] field used in conjunction with the optional Customer Balance report.
3.37: Now properly find account types when account numbers are enabled. Now find payment numbers for payments against invoices and pledges. Now optionally include Journals on statements.
3.36: Fix issue with footer height. Make Qty and Rate fields optional. Improve missing column warning message to state exactly which columns are missing from a QBO report.
3.34: Big change to support donor/customer balances. Now you can include the keyword [Customer Account Balance] in statement text to remind donors of their outstanding balance.
3.33: Changes to About & Purchase dialog to handle more than one product key. Fix for Excel 2016 to resolve issue where app would not load properly.
3.31: Fixed several issues: a) Footer margin was sometimes set to less than 0″ and so would not print. b) Accounts were not recognized when account numbering enabled. c) Account types not listed properly. d) Transaction types were not recognized in some cases.
3.12: Fixed logic error to that caused no data to appear when columns in source data report were in an unexpected order.