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1. APPLY CREDIT MEMO TO INVOICE IN QUICKBOOKS FOR MAC UPDATE
2. APPLY CREDIT MEMO TO INVOICE IN QUICKBOOKS FOR MAC TRIAL
3. APPLY CREDIT MEMO TO INVOICE IN QUICKBOOKS FOR MAC FREE

APPLY CREDIT MEMO TO INVOICE IN QUICKBOOKS FOR MAC UPDATE

Update documentation to match.ģ.76: Updates to how Credit Memos are matched with the invoices they pay off.ģ.75: Refinements to code that matches invoices/donations to payments.ģ.74: Fix issue where special calculated columns on the Data worksheet weren’t saved.ģ.73: Fixed a compile error caused by changes in 3.72.ģ.72: More updates to logic that associates payments to invoices. Change customer “Sub-Type” labels to “Type” to match the QuickBooks interface. Better formatting for the salutation when using first and last name fields and one or the other is blank. Automatically clean up customer names, removing leading and trailing spaces. Screenshotsģ.78: Now optionally include Refund Receipt transactions on statements.ģ.77: New filter to exclude customers who are not on the Customer Contact List. After you purchase there is no limit to the number of statements you can create.

APPLY CREDIT MEMO TO INVOICE IN QUICKBOOKS FOR MAC TRIAL

During the trial the tool is limited to creating 15 statements per run.

APPLY CREDIT MEMO TO INVOICE IN QUICKBOOKS FOR MAC FREE

Free Trialĭownload this add-in for a free trial, which allows you to try before you buy. You can also email your donor statements! The email feature requires purchase of our Excel Email Manager. If you’ve entered your donations using your Donor’s names, they’ll probably work with this app. There is no special set-up needed in QuickBooks. A visual alignment feature makes it easier to create statements that align to your windowed envelopes. This will reduce labor and eliminate labeling mistakes.

When printing statements, if you use #10 windowed envelopes, then there is no need to create address labels. You can mix and match between these transaction types, all of which can be included in your statements. It includes support for donation transactions entered as Invoices/Pledges & Payments for them, Sales Receipts, and even Deposit line items.

Options let you choose between two donation table types and choose the data columns you want to show – such as date, item, description, class, and amount. The Donor Statements – QB Online Excel add-in includes options to customize your statements to suit your non-profit: You can specify opening and closing text paragraphs, include various ‘mail-merge’ fields, and include the details of each Donor’s giving history. You can create one or many statements in a batch. This add-in uses your QuickBooks Online donation transactions to create customizable donor statements in a letter-like format, that are ready to print and mail. Create donor statements in Excel from your QuickBooks Online data – No need to reenter any data!