Create Statement

[menashe]

I am testing the trial version of QuickBooks Non-Profit. However, I've run into a major roadblock. When we send out satement to members (quarterly, yearly, whatever), we need include ALL transactions--i.e., donations which are recorded as cash sales, since no earlier pledge was made--and not just invoices and payments which post against balance sheet accounts (such as A/R).

Basically, we need a statement that shows all member activity.

However, when I use the Create Statement choice under the Customers menu, the only choice of accounts is one of the A/R accounts.

Further, if I could generate exactly what I what from a Report--which I have been unable to do--the format would still be wrong; no address box, etc.

Any help?

Thanks!

[suzannemead]

Statements are designed to show activity on a customer's account, not cash sales. You can create a transaction report, but as you said, it doesn't have an address box. Maybe you could export this to another program such as Excel and customize a form there...or just print an envelope for the report. You can modify the report to show the customer name at the top but I don't think you can line it up with a window envelope.

[rboorla]

Do you need to generate each customer on a separate page? That is what I was not able to do.

But if you want just a report, edit the report to include name and address and it will print it. When you get the basic report, on the top there are tabs to customize dates and a tab called 'Modify Report' When you click on that you have choice of what fields to include AND to filter each field also.

Hope this was helpful.