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![]() In the example above, I've changed the wording for a church and referenced a list of donations to be attached. Select Next and a word document will open. ![]() ![]() If your version of QuickBooks does not include that option, select the Thanks for the business template. Scroll down the list at the left to select Nonprofit Thank You. The Customer type should already be selected. Select View or Edit Existing Letter Templates. Choose Create or Edit a letter template and select Next.The system will ask you to choose what you want to do. You will be taken to a Letter Template screen. ![]() The system will ask you to select the customers you would like to send the letter to. To get started, go to the top menu and select Company, Prepare Letters with Envelopes, Customer Letters. It isn't as smooth as using a designated donor database-type system, but it does save time from doing it manually. If you are using QuickBooks, you can design an annual contribution statement letter to print out for all donors and then attach the list of donations from the Sales by Customer Detail report. I know I promised to talk about independent contractors this week, but I've been getting a number of questions regarding the year-end contribution statements, so 1099s will wait until next time. You've cleaned up the old pledges or tithes that we discussed last week and now it is time for year-end contribution statements.
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