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Shopping receipt template for non-profit organizations

hello fellow QuickBooks lovers this is Debbie killimer in Port Orange Florida with your latest tip and trick to use QuickBooks anyway this is one of my favorites I do a lot of nonprofits and one of the real challenges for nonprofits is sending out the thank you letters when you receive donations so I came up with this little trick to really speed up that process this is the books for the volia community Symphony which I am a member of and we just got a generous donation from one of our patrons for $500 so normally you would just go enter sales receipt here it already is and I have a customer set up called donations and then a generic donor and in here is information um and I got a Don I'm going to show you this in a second I'm going to of course he gave us donations the functional class was an unrestricted fund for $500 this is just a regular old you know that you're used to seeing you know a sales receipt that you want to fill out and of course going to undeposited funds or directly to your bank whatever it is I want you to notice something here is the template a donation sales receipt or any template that defaults in your QuickBook and what I want you to take a look at it here it is this is what it looks like you know just any old general sales receipt and what I did was I created a template a new template called a VCS Bia Community Symphony thank you sales receipt and I want you to notice this this comes up and now a new field appears called courtesy name and I'm leaving this blank just for a second to show you how it works so I want you to now take a look when I hit print preview here is the same sales receipt but now with a letter attached to it and up in here are all the the pertinent information notice it says each time you sales receipt put name here down here you can see the check number and how much the amount is so what I'm going to do is now I'm going to actually change it to the donor's name Mr Jim Smith at 1:30 Elm Avenue in Port Orange Florida 32127 over here I'm going to put his courtesy name Dear Mr Smith with a now let's take a look print preview here is the letter to Mr Smith these are data fields here that he pulls from the address list this is a data field P pulled from the courtesy box these are text boxes that I've already pre-filled out down here is a text box with the check number and the amount and all of the pertinent information that he needs for the IRS that you need to have if we take a look if and to do this you just go to customize and customize the data layout I've copied a sales receipt and renamed it to the VCS sales receipt layout designer and you'll notice here it is and these are just text boxes that I put onto the the document and typed in what I want to appear these don't change these are data fields that will pull in from the information and that's all there is to it so now all I need to do is when I hit print it will actually print the letter I just have to send it out and now my letter is done I can save this or not I just click no I can save save it or not and then um I have a letter that I can send out they get the letter immediately and it's really kind of nice so anyway that's my latest tip and trick to use QuickBooks please feel free to write me and tell me how you liked it and if there's other little tip and trick you might want to Want U what might like to see please write me too and maybe I can make you a video thanks a lot see you later bye