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Quicken Classic for Windows
Reports (Windows)
We use Quicken for our small church. How do I prepare the annual contribution statements?
Calvary Apostolic
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.
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q_lurker
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.
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q_lurker
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.
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