![]() ![]() 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. 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).
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December 2022
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