Transaction statements can be used as donor or pledge reports. They are useful for nonprofit organizations and businesses that need to send activity reports to their donors, but don’t need a running balance or amount due.
Create a transaction statement for a donor #
| Note: Make sure you have configured QuickBooks Online for your nonprofit organization before creating the transaction statement(s). |
Like a balance-forward statement, a transaction statement shows all activity between start and end dates you choose. Here’s how to create a transaction statement for a donor:
- From the left menu, select Sales, then Donors.
- Find the donor you want to create the statement for.
- In the Action column, select the drop-down and choose Create statement.
- From the Statement Type drop-down, select Transaction Statement.
- Set the Start and End date.
- (Optional) Select Print or Preview to review the statement prior to sending to your donors.
- Select Save and send.
Create multiple transaction statements #
You can also create multiple transaction statements:
- Select + New.
- Under Other select Statement.
- From the Statement Type drop-down, choose Transaction Statement.
- Set the Start and End date.
- Select Apply.
- Select the Statements available tab.
- Uncheck any donors for whom you don’t want a statement.
- (Optional) Select Print or Preview to review the statement prior to sending to your donors.
- Select Save and send.
Now you’re able to create a single transaction statement for a donor or multiple transaction statements.
