bulk enter transaction quickbooks for mac

Martin contributed English translations for a collection of Japanese poems by Misuzu Kaneko.

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If you run a nonprofit organization that tracks what donors contribute each year, you must create a donation statement for each donor at the years end.

Even if you run a for-profit company, you can make statements for customers who want an itemized list of everything purchased from the company for tax purposes.

Customer statements and donor statements require different processes to create an accurate summary of transactions.

Create Customer Statements Step 1 Click the Customers menu and select Create Statements from the drop-down menu.

Select Accounts Receivable or the AR account if you are provided with a list of options.

If you change this date, keep in mind that it alters the due date for the statement based on your preferences.

Click Multiple Customers or One Customer and select each customer in the Customer list.

You can also choose to select Customers of Type to select customers that match a particular type, or Preferred Send Method to select customers that only receive email notifications from you.

Step 5 Click the Template drop-down menu and choose a template from the options.

Step 6 Select optional options, such as the ability to avoid printing a statement for customers with a zero balance or to print a separate statement for each customer job.

Step 8 Click Print or E-mail to print a hard copy to mail to your customers or send a statement by email.

Create Donor Statements Step 1 Click the Reports menu, Sales and Sales by Customer Detail to create a Sales by Customer Detail report.

Step 2 Click Modify Reports to customize the layout of the report.

If you are creating a custom report, click the Filters tab and set the Account filter to specify multiple accounts or filter your reports by any available criteria.

Click the Display tab and select the columns you want displayed.

Step 3 Click OK to preview the report; when satisfied, click Print.

Select Page Break After Each Major Grouping in the Page Breaks section of the Print Reports window.

References QuickBooks: Create Statements QuickBooks: Printing End-of-the-Year Donor Statements or Reports One Page Per Client Warnings Information in this article applies to QuickBooks 2013 for Windows.

It may vary slightly or significantly with other versions or products.

Writer Bio Avery Martin holds a Bachelor of Music in opera performance and a Bachelor of Arts in East Asian studies.

Bulk Enter Transaction Quickbooks For Mac