year-end record of contributions

by J Bush
(Alabama)

How can I make and print a year-end record of contributions for all donors?

Comments for year-end record of contributions

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Nov 30, 2016

End of year Donation records
by: Anonymous

That is a very general question you are asking.

There are many variables here.

It all depends on the program you have which you use to enter all the information.

I have a simple Excel program where a general worksheet was created. I use that worksheet for each individual once they give any kind of donation and/or offering to the church.

It's classified by month first, then by offering (i.e. department or event he is giving to such as missions, men's, women, etc.)

Any and all giving should have a paper trail as well; whether it be a receipt or an envelope.

I keep them all in large envelope for the different departments and their tithes are bundled by month, dated, and each envelope has a hand written $$ amount of what was given.

Once they are entered in the computer, they are initialed by me. Each week, I gather all the envelopes and bind them with a rubber band.

As a further measure, that bundle is labelled with the date on the first envelope that is on top and the total deposit amount for that bundle is also written so I know where to go back if someone asks me any questions about their donation.

As well, IF the person writes an amount that doesn't correspond with what is in the envelope, I write a note on there and further communicate it to the person so they are aware of their mistake. Alot of work, I know, but it works for me. Good luck.

Dec 28, 2016

QuickBooks Donor Statements
by: Vickey

Exact instructions would depend on whether you are using QuickBooks Online or QB Desktop and which version.

If you entered the donations using the "Sales Receipt" window, you will be able to run a "Sales by Donor (Customer) Detail" report and customize it for your contribution statements.

For more details, please consider purchasing Lisa London's book on using QuickBooks for Churches. She has a version for QBO and Desktop.

The book will show you step by step how to enter donations and how to generate contribution statements. It is loaded with helpful tips and step by step instructions (with screen shots) on many other tasks you need to do as a church using QB. See more on her books on my QB page:
https://www.freechurchaccounting.com/QuickBooks.html

Dec 28, 2016

QuickBooks Donor Statements
by: Vickey

Exact instructions would depend on whether you are using QuickBooks Online (QBO) or QB Desktop and which version.

If you entered the donations using the "Sales Receipt" in QBO, you can got Quick Create (the little plus sign at the top) and go to "Statements" in the right column.

For more details, please consider purchasing Lisa London's book on using QuickBooks for Churches. She has a version for QBO and Desktop.

The book will show you step by step how to enter donations and how to generate contribution statements. It is loaded with helpful tips and step by step instructions (with screen shots) on many other tasks you need to do as a church using QB. See more on her books on my QB page:
https://www.freechurchaccounting.com/QuickBooks.html

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If you want to DIY your payroll, I highly recommend you look at using Gusto! It is very user friendly and their support is awesome! Plus they know how to set up and maintain payrolls for churches and nonprofit organizations.

Note: I am a "partner" of Gusto, but as I have told you before ... I never recommend anything that we or our clients have not tried and love =)

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