Create detailed donor statements
Create donor statements directly from your QuickBooks data. No need to reenter any data.
How it works
This Excel add-in pulls QuickBooks donation transactions and then creates customizable donor statements in a letter-like format ready to print. You can create one or many statements at a time with no data entry.
The Donor Statements add-in includes options to customize your statements to suit your charity: 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 & Payments, Sales Receipts, Statement Charges, Deposit line items, or even as General Journal entries. 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. New, 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 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.
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.
Click above to download the tool in trial mode. You can use the trial to test in your environment with your data.
We’ve got lots of happy customers!
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
3.63: Change giving amount filter so that “any” really means any, and not more than 0.00 – this is to handle edge case of a negative donation total amount, perhaps due to refunds or other adjustments.
3.62: Set columns to default widths when selecting no table or summary table options.
3.61: Change code that finds the Excel custom Ribbon file.
3.59: When emailing, statement table column widths are set correctly. When centering logo it is now centered precisely in all cases. New: Statement date format now also applies to date columns and group labels. When printing in duplex mode, signature images no longer cover donor address. New feature to save individual statements as files without emailing them – save as XLS, XPS, and/or PDF files.
3.58: New option for enhanced table formatting. Better row spacing when merging donation details. New: Now include unapplied payments, which are assumed to be donations. Clearer messages when entering the wrong product key. Faster post-processing of QB data – especially for Invoices.
3.57: Fix an infrequent case where a payment number was not found and the date was incorrect. Related to receiving multiple nearly-identical payments against an invoice.
3.55: Addition to the new filter in 3.54, now filter out donations below the specified amount, leaving only larger donations. Parse customer names and populate the FML fields if they are blank. Fix issue where pre-payments against invoices were appearing as of the invoice date, not the payment date. This caused payments from prior periods – paid against invoices in the statement period – to appear in the current period.
3.54: New filter to include donors who gave an individual donation more than a specified amount. New options to limit the types of transactions pulled from QuickBooks to only those used for donations your donations. For example, you can omit Invoices and Deposits if you don’t use them. For many users this will speed up pulling donations from QuickBooks by 10x – 100x.
3.53: Better formatting for table titles and footers when using larger fonts.
3.51: Minor updates to the About & Purchase dialog.
3.49: Detect Excel rights issue when connecting to QB – offer solution. Add option to include page numbers when emailing statements & when printing one statement per worksheet.
3.48: Work around what appears to be a QB data issue with links returned between invoices and payments and payment dates.
3.47: Fix an issue where data was incorrectly included or excluded from statements when credit memos were present in the data returned from QuickBooks.
3.46: Add option to control the temp file location when pulling data from QB. Also better messaging in cases of connection errors.
3.45: Add option to the custom print feature to omit the return address, logo, and statement date after page 1 of multi-page statements.
3.44: Fix issue where Annual product keys were sometimes not displayed.
3.43: Improve performance reading data when statements are created by about 10x. Improve messaging so Excel does not look unresponsive. When subtotaling by Month now use month names like “January” and not month numbers. Fixe issues where payment methods and document numbers were not found when there were multiple payments with the same date and same amount applied to the same invoice. Center Payment Method column title to match detail rows.
3.42: Update QB connection code: Default to the usually-more-reliable alternate connection method offered for some time. Update code using that option to mirror recent successful changes in other apps.
3.41: Changes to the custom / duplex print feature. Add option to print page numbers on statements.
3.38: Fix an issue with new 64-bit connection method where the charity company name and address was not saved for use on statements.
3.37: Added the ability to force the 64-bit connection method for 32-bit excel.
3.36: Added option to omit the page footer from the first page of multi-page statements – now also when emailing statements.
3.35: Added option to omit the page footer from the first page of multi-page statements when using the print duplex statements feature.
3.34: Fix issue with footer height.
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.
3.29: Fix issue where footer margin was set to less than 0″ and so would not print.
3.31: New feature that enables pulling more data (for example YTD data) and then including less detail on the statements. New fields so you can let users know their current-period donation total as well as the larger (e.g. YTD) donation total.
3.32: Now preserve formatting for custom field data returned from QuickBooks when using the auto-replace values in the statement text fields. This is especially useful for custom values that can be interpreted as numbers, but are saved in QB with more detail. Now “$500.00” returned from QB in a custom field does not become “500” on the statements.