We use Quicken for our small church. How do I prepare the annual contribution statements?
Options

Calvary Apostolic
Quicken Windows Subscription Member
I have a report that shows the contributions by members, but the report lists all members. Is there a way to do contribution reports by individuals to give to print for them for their taxes?
Thank you.
Thank you.
0
Best Answer
-
Not that I can imagine. Perhaps if you used the Home & Business version and had them all as 'customers' you might be able to issue them statements.
Beyond that, I'd be looking at an export and trying to find a way in Excel or a database to massage the printing.
Or if you are really small, bite the bullet and prepare individual statements. I could probably do 50-100 of those faster than I could figure out an automated process.
Reminder -- Quicken is not intended for your type of (non-profit) business.1
Answers
-
Not that I can imagine. Perhaps if you used the Home & Business version and had them all as 'customers' you might be able to issue them statements.
Beyond that, I'd be looking at an export and trying to find a way in Excel or a database to massage the printing.
Or if you are really small, bite the bullet and prepare individual statements. I could probably do 50-100 of those faster than I could figure out an automated process.
Reminder -- Quicken is not intended for your type of (non-profit) business.1
This discussion has been closed.
Categories
- All Categories
- 60 Product Ideas
- 31 Announcements
- 198 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 755 Welcome to the Community!
- 626 Before you Buy
- 1.1K Product Ideas
- 51K Quicken Classic for Windows
- 15.7K Quicken Classic for Mac
- 997 Quicken Mobile
- 789 Quicken on the Web
- 103 Quicken LifeHub