Click "Next" and Microsoft Word should open up for you. Step 6: Choose "Customer" and then enter a name for the letter template. Step 5: Click on "Create a New Letter Template From Scratch" and then "Next". Step 4: Click on Create or Edit a letter template and then click on "Next". Step 3: Choose all the donors you want to receive a letter or just choose "Active Donors" and click "Next". Step 2: Click on Company > Prepare Letters with Envelopes > and then Customer Letters. Step 1: Create the contribution summary report as shown above in Option 1. You can do this all within QuickBooks and Microsoft Word.
In this option you create the same report shown above, but you add a cover letter that has a bunch of "feel good" information and asks for the donors continued support. Option 2: Simple Contribution Summary with Cover Letter
It doesn’t give you a chance to really communicate with your donors and it doesn’t print out envelopes with addresses on it. Now look at your print preview and you’re set! Then add the following line: “No goods or services were given in return for donations.” You don’t have a lot of room in this box so you really have to keep it short but still fulfill the requirement. Make sure the "Extra Footer Line" checkbox is checked. Here’s a workaround that will work for smaller churches just wanting to fulfill basic requirements.Ĭlick on modify report, then click on the header/footer tab (as shown below). Unfortunately QuickBooks doesn’t have an easy way to modify the report to add this (frustrating I know). It still lacks one thing: the legalese about not providing any goods or services in return for the donations. This report doesn’t quite fill all the requirements for tax-deduction purposes (you can read Lesson 18 for more information on these requirements). This will print out an individual contribution report for each of your donors. There is a trick to get around this.Ĭlick on print and then check the box called “Page break after each major grouping.” See picture below: However, it doesn’t really serve as an effective letter to donors because it crams all the donors onto the same page. Now this report by itself is useful because it lists all contributions for the year by donor. This will create a report of all the pledges (invoices) and donations made by donor as pictured below: Simply fire up your QuickBooks NonProfit Version > click on reports > nonprofit reports > and then donor contribution summary (as shown in the picture below). This is the perfect solution for small churches that can simply hand out the reports at church or have a different system set up for mailing letters to members. This means that any reports you generate for the customer won’t include donations or pledges you entered using this method.
#How to print quicken reports windows
If you use the register or deposits windows to enter donations it will ask you to enter the customer name, but it doesn’t tie the donations to the customer. If you use the wrong method to enter donations then your donor reports will be missing contributions. If you want accurate donor reports it is important that you enter donations and pledges using the method outlined in my book and recommended by QuickBooks (mainly that you don’t enter the donations using the “Make Deposits” option or the “Bank Register” option). Option 2: Simple Contribution Summary with Cover Letter.After countless soul-searching hours trying to find a solution to this problem I present you with three options: If you’ve researched using QuickBooks or if you have used it for your church then you know that creating this donor statement is not as easy as it should be.
#How to print quicken reports how to
Let’s take a look at how to create this report within QuickBooks. This letter serves two primary purposes: (1) It allows your donors to take a tax-deduction on the amount of money they have donated to your church and (2) It gives your church a chance to say thank you for the donations and ask for more donations in the future. Most churches (and other nonprofits) like to give their donors a year-end donation acknowledgment letter. My hope is that you will see how useful the information I divulge in the course is and hopefully end up joining for a one time fee of $29.95. This post is an excerpt from the course (the QuickChurch Accounting Course) I teach about church accounting and using QuickBooks.
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