Sign Church Donation Giving Form Online

How to eSign a document: how to sign a church donation

I we want to talk about nonprofits today one of the things that nonprofits struggle with is the donor letter at the end of the year that acknowledges the amounts that a individual donors have contributed to the nonprofit over the course of the year those letters are required and the donor will use that letter to report the amount on their tax return there's no straightforward way to do that in QuickBooks but I think I have a workaround that may work for you so let's work through this process there are a number of steps on kind of stick with it here and see if you can use this the guy I see people doing a lot of things to create those letters a lot of were creating one at a time in in Word or something else so let's see what we can do in QuickBooks the the first thing we need to think about is how we are recording the donations that we receive I see people from time to time that are recording those donations in a make deposit for right now they're just creating the deposit and they're maybe putting the customer name in this column here received from well that's not going to work we need a report that shows all of the donations for each individual donor wealth those are sales in QuickBooks and the sales reports in QuickBooks work off of the sales forms like sales receipt and invoice so we use a deposit form it's not going to show up on any of those reports so that's the first thing that we need to do is make sure that we're using a sales receipt in order to record those donations just like this so I've got one item this very simple sample file about a five or six donors maybe three or four donations for each one all in this year I have one item on the item list it's a service type item and then I'm using a sales receipt for each donation specifying which donor made that contribution this makes the sales reports work want to go to reports sales let's say I want to look at sales by customer detail change that to this year there are all my donations it's working now because I'm using a sales receipt to do that now the report that I really want to use for these donor letters is the summary sales by customer summary because that is just going to give me one number for the year that's what I want to get that one number on that letter so as I say a couple of things that we're gonna need to do to make this work so what do we got here we've got we've got five donors the next thing I think of it I'm going to do is I'm gonna go to the Customer Center and I want to make sure that my list here matches...