GenerosityQB Year-end letters · Insights · QuickBooks Online

For churches & tax-exempt nonprofits

GenerosityQB connects to QuickBooks Online so tax-exempt organizations can produce professional year-end donation acknowledgments (PDF + email) and understand giving patterns with Insights. Your sales receipts stay the source of truth—we don’t store donor gift lists.

View pricing

Live data from QuickBooks Online sales receipts
Branded PDFs donors can keep for tax records
Pay as you go ($1/donor) or Pro ($119/year) with Insights

Sample GenerosityQB year-end donation report PDF showing organization branding, thank-you letter, gift table, and year total — Sample year-end donation report — letter, gift detail, and totals

Built for year-end generosity

Everything a busy church or nonprofit office needs to thank donors well— without a second donor database.

Connect QuickBooks Online

Secure OAuth. Load sales receipts by tax year. Donor lists stay live in your company file—not locked in our app.

IRS-friendly PDF letters

Organization name, logo, address, EIN, custom letter text, gift table, and totals—ready for donors’ tax files.

Email with your reply-to

Send PDFs in bulk. Messages use your organization identity so supporters can reply to you, not a generic inbox.

Report builder

Sync branding from QBO, edit letter and disclaimer with placeholders, and preview multi-page PDFs before you send.

Batch download & email

Select donors, ZIP PDFs, or email unlocked donors in one pass when year-end volume is high.

Simple pricing

Pay as you go for the donors you mail, or Pro for unlimited letters plus Insights analytics.

Pro feature

Donation Insights that leadership can act on

See concentration of giving, month-by-month trends, year-over-year comparison, gift size bands, payment methods, and goal coverage—without exporting spreadsheets.

Year compare when you need it
Privacy-friendly name masking
Export Insights as PDF for board meetings

Sample GenerosityQB Insights dashboard showing key metrics, concentration of giving, year-over-year comparison, and charts for a church tax year — Sample Insights dashboard — metrics, concentration, and trends

Clear, fair pricing

Connect and build letters free. Pay when you send clean PDFs—or go Pro for unlimited access and Insights.

Pay as you go

$1 per donor / tax year

Clean PDF + email per unlocked donor
$5 minimum per unlock payment
Best under ~120 donors

Get started

Pro

$119 per company / year

Unlimited letters—no per-donor fees
Full Insights analytics included
Best over ~120 donors

Get started

How it works

Connect QuickBooks Online Authorize GenerosityQB to read sales receipts and company details.
Build your letter Sync logo, name, EIN, and set the reply-to email donors see.
Load a tax year & send Unlock donors (or use Pro), then download PDFs or email year-end reports.

Who it’s for

Tax-exempt teams that already record gifts as sales receipts in QuickBooks Online and need clear year-end acknowledgments—without a second CRM.

Churches and ministries
501(c)(3) charities and foundations
Schools and community nonprofits
Bookkeepers preparing year-end letters

Ready for year-end?

Connect your books and produce donation letters your supporters can use at tax time—on your branding.

Connect QuickBooks Online

Home

Welcome to GenerosityQB

Checking QuickBooks connection…

GenerosityQB helps tax-exempt organizations turn gifts already recorded in QuickBooks Online into professional year-end donation letters—PDFs donors can keep for their tax records, or emails sent on your behalf.

You stay in control of your books: we load sales receipts live from QuickBooks when you open a tax year. We do not store donor gift lists, addresses, or gift history. Letter wording and branding live in Report builder; optional payment unlocks only remember which donors you’ve paid for so clean (non-watermarked) PDFs and email stay available.

Report builder — write the thank-you letter, set organization name/address, and choose what appears on each PDF.
Donation reports — pick a tax year, load donors from QuickBooks, unlock as needed ($1 per donor, $5 minimum), then download PDFs or email letters.

Built for churches, charities, foundations, and other 501(c)(3) nonprofits that already track donations as sales receipts in QuickBooks Online. GenerosityQB is independent software—not an Intuit product.

Premium analytics Charts load live from QuickBooks sales receipts and are not stored here.

Donors 0

Gifts 0

Grand total $0.00

Avg / donor $0.00

Avg / gift $0.00

Median gift $0.00

Gifts / donor 0

Largest gift $0.00

Share

50% of giving

—

Top giver

—

One-time vs repeat

Target amount ($)

Goal coverage

Enter an amount (e.g. pastor salary). See how many top donors cover it.

—

By month

Total gifts by month.

Donors high to low

Ranked by year total.

Gift size

Share of total dollars by gift band.

Payment type

Share of total by payment method.

Top donors

Share of year totals.

Show top

	Donor	Amount	Share

Live data only Donor lists and sales receipts are loaded live from QuickBooks and not stored here — refresh or leave and the list is gone. Letter text lives in . If you unlock donors, we only keep a simple record of which people you’ve paid for (for that company and tax year) so clean PDFs and email stay available — not their gifts, addresses, or emails.

	Donor	Email	Address	Receipts	Total	Actions
No receipts loaded yet Sign in, pick a tax year, then click Load receipts.

Receipts

Date	Reference #	Type	Amount
Total

Organization

PDF header & email identity

Logo, name, address, and EIN appear at the top of each donation PDF. Email is used when sending reports so donors can reply to you.

Donation emails use this organization email. Donors receive year-end reports from your organization, and when they hit Reply the message goes to the address below — not to the app host. Save organization after you set it.

No logo

Organization name

Address

EIN

Email (send & reply)

Required to email donors. Replies go here. Sync from QBO when the company email is set; otherwise enter the address you want donors to use.

Tax year

Which year is this letter for?

Title, letter text, and bottom text are saved separately for each tax year.

Report title

Title on the PDF

Shown below the envelope address block (e.g. Year-End Donation Report — {year}).

Insert:

Top letter

Letter text (above the gift table)

Appears on each donor’s year-end PDF and in the email body. Placeholders fill in automatically when you generate reports.

Insert:

Bottom text

Text below the total

Legal / tax disclaimer under the gift table on each PDF.

Insert:

Preview

Sample donation PDF

Uses your organization header, letter, and bottom text with 55 sample gift rows (to show multi-page layout; not live QBO data).

Click Refresh preview to generate a sample PDF.

Sync organization details from QuickBooks.
Edit letter & bottom text, then refresh preview.
Load real receipts under Donation reports to send.

Admin

App users

People who have signed in with QuickBooks / Intuit. Toggle Admin and Free here (including your own row for testing). Plan: Free is per login; Pro / Pay as you go follows their last connected company. If you remove your own admin and your email is in ADMIN_EMAILS, use Settings → Restore admin.

Email	Name	Last company	Plan	Last seen	Flags	Account
Loading…

Plan

Pricing for this company

Pay as you go — $1 per donor for clean year-end letters (per tax year). Pro — $119/year for unlimited letters and full Insights. Donor unlock payments for this company are credited once toward your first Pro year (capped at the Pro price). If Pro lapses or is canceled, this company returns to Pay as you go automatically.

Checking plan…

Danger zone

Reset payment unlocks

Removes donor letter unlocks and Year Insights purchases for this company. Donors become Locked again and Insights locks until you pay again. This does not refund Stripe charges and does not change QuickBooks data.

Loading unlock status…

Type your organization name to confirm

Contact us

Get in touch with GenerosityQB

Questions about setup, billing, or year-end letters? Send a message and we’ll reply by email. See our Terms of Use and Privacy Policy.

Dashboard

Welcome to GenerosityQB

Insights is included with Pro

Unlock analytics for —

Receipts

PDF header & email identity

Which year is this letter for?

Title on the PDF

Letter text (above the gift table)

Text below the total

404 — Not found

App users

Pricing for this company

Simulate plan

Restore admin access

Reset payment unlocks

Get in touch with GenerosityQB

Year-end donation letters—and giving Insights—from the books you already keep

Built for year-end generosity

Connect QuickBooks Online

IRS-friendly PDF letters

Email with your reply-to

Report builder

Batch download & email

Simple pricing

Donation Insights that leadership can act on

Clear, fair pricing

Pay as you go

Pro

How it works

Who it’s for

Ready for year-end?

Welcome to GenerosityQB

Insights is included with Pro

Unlock analytics for —

Receipts

PDF header & email identity

Which year is this letter for?

Title on the PDF

Letter text (above the gift table)

Text below the total

404 — Not found

App users

Pricing for this company

Simulate plan

Restore admin access

Reset payment unlocks

Get in touch with GenerosityQB