Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Printing one page year end donor reports per donor

Many nonprofit businesses need to print out statements for their donors summarizing contributions for the year. There is no default report that does this in QuickBooks to display one page per donor.

Detailed instructions
There are two methods to creating these statements:
 
 
1) Non-Intuit Developers have created software that integrates with QuickBooks to handle this process:
 
You may want to look for a third party application that handles these reports through the Intuit Marketplace
 
 
2) You can use QuickBooks:
 
If you just need to see the information for yourself:
 
The Nonprofit edition of Premier QuickBooks has a report called Donors/Grants Report that shows donations by customers in columns, and a report called Donor Contribution Summary that lists the donations and totals them by donor. Both reports can also be found in the Premier Accountants Edition in the Reports menu under Memorized Reports > Nonprofit.
 
If you need to print out statements for each customer, one customer per page, and all donations have been recorded on invoices (pledges in Nonprofit edition) or statement charges:
 
 
If you need to print customer/donor statements and donations have been received in the form of invoices (pledges) and sales receipts (donations):
 
Use a Sales by Customer Detail report:
  1. Select the Reports menu and select Sales > Sales by Customer Detail.
  2. Click Modify Reports and customize the look of the report as you want your customers to see it.
  3. Click OK to display and review the report.
  4. After running the report, click Print at the top of the report.
  5. In the Print Reports window, go to the Page Breaks section and select Page break after each major grouping.

QuickBooks will print out the customer donation information one page per customer.

If you need to print customer/donor statements and donations have been received in the form of invoices (pledges), sales receipts (donations), deposits, journal entries and any other method:
 
Use a Custom Transaction Detail report.
  1. Select the Reports menu and select Custom Transaction Detail. In 2013 and later, select the Reports menu > Custom Reports > Transaction Detail .
  2. Click Modify Reports and customize the look of the report as you want your customers to see it.
  3. Click the Filters tab, and set the filter for "Account" to something like "All ordinary income accounts." You can choose any preference you like here, or even select specific accounts using the "Multiple Accounts" option.
  4. Click the Display tab and select these columns to display (remove others you do not want to display such as date and amount).
  5. Go to the Columns section at the bottom and to the Total by option. Select Customer.
  6. Click OK to display and review the report.
  7. After running the report, click Print at the top of the report.
  8. In the Print Reports window, go to the Page Breaks section and select Page break after each major grouping.
QuickBooks will print out the customer donation information one page per customer.
 

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# HOW12887
10/20/2014 8:44:20 PM
PPRDQSSWS402 9102 Pro 2013 ea3e7f