Donor Statements tool helps you to quickly create periodic donor statements ready to mail in #10 windowed envelopes. With no need for address labels and no data entry, you'll eliminate mistakes and save time. The Donor statements tool pulls QuickBooks data and converts it into statements. It includes various custom options: For example, you can specify your opening and closing text, include various mail-merge fields, show the details of the Donor's giving history, and select from many available data columns to include in a donation details table. This tool includes support for multiple data entry options. In QuickBooks, you can enter your donations as Invoices and Payments, Sales Receipts, Statement Charges, directly as Deposit line items, and even as General Journal entries. All of these transaction types can be included in your statements. There is no special setup in QuickBooks. If you've entered your donations, they'll probably work with this tool.
Limitations:
Limited print trial
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