Hello, @DianaC1.
I appreciate you sharing the workaround you've used to run statements for each donor that include their name and address. And I can see the importance of customizing the transaction statement so you can add information that the IRS requires. However, customizing the customer statement template isn't an option in QuickBooks Online (QBO). In the meantime, you can download the statement and convert the PDF file to MS Word. Then edit it from there to add the information you need.
We recognize that each company has unique needs, and I know how the feature you're looking for would benefit and empower your business. I suggest sending this request straight to our product engineers through feedback. It helps us improve the features of the program.
To send feedback, follow the below steps:
- Go to the Gear icon at the top.
- Select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:
To know more about how the statement works, you can visit this article: Create and send customer statements in QuickBooks Online.
You can always comment below if you have other concerns or follow-up inquiries about managing customer forms in QBO. I'm just around to help. Take care always.
