MinistryCPA Special Topic: QuickBooks Year-End Giving Statements

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Quickbooks Pro and QuickBooks Premier are great tools in helping churches stay on top of their finances. However, one setback with this software is that it does not come with a pre-installed year-end donor contribution report feature. A church which uses QuickBooks has two options, then, to prepare these statements:

• Install an add-on to QuickBooks which will accomplish this task.
• Use a separate, outside program to track donor giving.

MinistryCPA is currently aware of two add-on programs for donor reports:

• Donor Statements from Big Red Consulting: http://bigredconsulting.com/products/donor-statements-for-quickbooks/
• Donor Letters and Sales Receipts from Beyond the Ledger: http://www.beyondtheledgers.com/index.htm

We tested both of these add-on features (they each have a free trialversion). Microsoft Excel is needed to run both of them. From our tests, theDonor Statements from Big Red had better usability, seemed toprovide better support, and allowed for better customization as well.

If a church or non-profit organization chooses to purchase QuickBooks with an add-on, it must make sureto read the add-on instructions thoroughly to understand data input requirements in order for QuickBooks to prepare year-end statements.