Generating Donor Statements
The Donor Statements Google Sheet imports the data from QB Exports for Statements. It consists of some Google script and these three tabs:
Donors With Email - Donors with email addresses and a preference of email for communication in QuickBooks appear on this tab
Donors No Email - Donors with no email addresses or a preference other than email in QuickBooks appear on this tab
Select Donors - This tab allows you to identify up to 50 donors for whom you wish to generate statements. This tab also allows you to specify an override email address to use for the donor if you discover the email address we have on file is not correct.
Follow the steps outlined below. You will repeat steps 2 and 3 for the tabs Donors With Email and Donors No Email.