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Home   Help with Intuit Products   Industries   Non-profit  
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04/19/2013 at 09:23AM PDT
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splc
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08/08/06 8:55am PDT

Contribution Statements/Tracking contributions by fund

Hi, I work at a church and we recently bought Quickbooks:Premier - Non-profit Edition and I have come to entering church members contributions. I need to know how I can print out monthly/quarterly/yearly contribution statements reflecting for each member what they donated, and what fund the donation went to. Can anybody help with this? I am sure someone has had this same problem, being churches use this program and we have to report to our members their contributions. Thanks for your help!

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chmm
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08/08/06 10:48am PDT

The church I work for uses the Paluch program,(which I hate) so we don't use QB for that purpose.
But you could do this :
You enter the donations under each church member's name (Under Customers)
- "Enter Sales Receipts" (Donations)
Then, when you need a report for a specific "customer" - go to the List of Customers:Job list
Highlight the customer you want to print a report for
Click "Reports" button (bottom)
Click "Quick Report"
Change the dates to whatever period you need.
Print.

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08/08/06 3:00pm PDT

I am able to do it that way, my question is more leaning to how to be able to print the statements as a batch rather then go to each member every month and develop the report, print it, and go to the next member. There has to be a way to do it as a batch rather then 1 by one, right?

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08/08/06 4:57pm PDT

Maybe there is a way to do it as a batch in the non-profit edition. Not in my Basic 2005.

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08/22/06 1:32pm PDT

I have found that if I go to reports/ profit and loss by customer detail you can print a statement for each member in batch form.
You must Remember when you get to your print screen to check the box that says break after each major grouping this will allow each members statement to print on seperate paper.

I have not been able to format the report in letter form nor, to include name and address of the member. So, when we print our statments we also print a letter using the templates which we pre designed to introduce the attached statment.

If you have a better way, please share.

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12/17/06 5:07pm PST

There may be an easier way.

We're developing a tool which can quickly create donor statements based on QuickBooks data and without data re-entry. It is now ready for beta testing.

It will work for invoices, sales receipts, and deposits as well as other transaction types you might use with donor accounts.

If you'd like to participate, please send an email to customersupport@bigredconsulting.com.

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01/02/07 12:23am PST

We've posted a link to our donor statements tool in the classifieds at http://www.quickbooksgroup.com...

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05/20/07 3:15pm PDT

Has anyone contacted quickbooks support to see if they have plans to add a report suitable to send out to donors as contributions statements. This is a very important aspect for Churches, and if they are going to market the product as adequate for nonprofits/churches, a contributions statement should be available.
I am considering changing contribution data entry to quickbooks for a church client, but I am also worried about being able to produce an adequate contribution statement.
We have been using membership plus, but it seems very time consuming because it has more features (membership related) than we need. Quickbooks is just so much easier to manage. But if cannot easily produce a year end statement, we have a problem.

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05/26/07 10:46am PDT

I am planning to contact QB's after posting this message. It's absurd that there is no easy way to print batch statements that provide full date for contributions. I worked for a very large church in the past & we used ACS. I considered ACS vs QB's for the smaller church I am now working for. I chose QB's because I use it at a for 'profit' business that I do the books for. I did not realize that you could not easily print contribution statements. I am regretting not switching the smaller church to ACS. I hope they modify their program. What was the point in purchase a non-profit version as a church when you can't even do something as 'ordinary' as print batch giving statements.

I hope I've missed something & that it is actually 'doable'. However, it does't look like it thus far. :(

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05/26/07 3:54pm PDT

We have worked up a solution for this issue. While it is an additional purchase (just $49) it will solve this problem and create statements with little effort.

See a link to our donor statements tool in the classifieds at http://www.quickbooksgroup.com...

If this answers your question, please click the "This Solved My Question" button to let others know!
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06/06/07 5:45pm PDT

I clicked on your link but it is not taking me to anything that looks like a link to donor statements. I am probably just not familiar with how to use this feature since I am new to the quickbooks forum. It is taking me to what looks like a welcome screen. Is there any other way to go to your link via internet

Any help would be welcomed. I am at the point of considering that maybe I should not use quickbooks for church contributions and keep using "membership plus"

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06/06/07 9:51pm PDT

The boards have been moved around recently. Here's a new link: http://www.quickbooksgroup.com...

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03/16/09 11:02am PDT

Does anyone have an update on this topic? The link and reports are no longer valid for the current software version.

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A couple ways you might tackle this. Try searching on "BRConsulting" or the new url for Classifieds: Addons is http://community.intuit.com/ca...

Dennis

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