Thanks for joining the Community, IS43.
Currently, there isn't a process for combining donor and customer details on a statement in QuickBooks Desktop. I can certainly understand how such an option could be useful to yourself/others and have submitted a feature request about it as of today. This ensures that it will be considered in future updates.
As a workaround, you can generate your donor statements separately.
Here's how:
- In the top menu bar, go to Customers, then Create Statements.
- Choose your Donation statement template.
- Pick an appropriate accounts receivable account to pull data from. You won't see an A/R Account field if there's only one of them in your books.
- Enter a date and period.
- Elect each donor you'd like displayed on the document.
- Select Additional options, then Print or E-mail.
Now that your donor statement's generated, you can create one for customers.
I've included a couple helpful resources about using QuickBooks and submitting product suggestions that may come in handy moving forward:
Please feel more than welcome to send a reply if there's any additional questions. Have a lovely day!
