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Video instructions and help with filling out and completing Certified mail receipt template microsoft word
Instructions and Help about Certified mail receipt template microsoft word
In today's video I'm going to talk about nonprofits nonprofits differ from for profits in many ways one of which is how funds are received in a for-profit funds received in exchange for sales but in a non profit funds are received by donation without any hope of anything in return so especially in nonprofits we want to make sure that we're thanking those that donate money to us however in a non-profit oftentimes the thank you letter process is separated from the accounting and it's such a manual process that it becomes extremely time-consuming so too often in nonprofits the thank-you letters are not being issued out on a timely manner or at all so today I want to show you how you can use the template settings inside of QuickBooks to automatically generate thank-you letters and print them out at the time that donation deposits are made this makes it a lot easier to issue them out a lot faster and there's less likelihood that those thank-you letters will be forgotten for today's example we're going to be using the create sales receipts option inside of QuickBooks to receive the deposits for our donations so if I go into one of my donors this is philanthropist and I look at one of his sales receipts just out of the stock QuickBooks when you go to print this donation or sales receipt with a second to print here it's going to look very much like a invoice and it looks a little bland so a lot of people don't use these but with a little tweaking we can turn this around and make it something useful so let me show you an example of one of these sales receipt forms that I've altered to create a thank-you letter so this is the thank-you letter that we built inside of QuickBooks it has our name and logo it's got the information of the donor and then it pre fills this letter with the donors name and the amount that they donated and lets them know that we're grateful for what they've donated and how we're going to use the funds and then it's signed by the executive director so this took seconds to build out of QuickBooks and can be easily constructed by you and saved to be used over and over again as a form letter so let me show you how that's done inside of QuickBooks when you're in a transaction window like the sales receipts if you're in QuickBooks through 2022 or 2022 then you can come up to the formatting tab and find customized data layout now if you're in 2022 or earlier the customized data layout is still there it's just not in a tab format like this you'll have to find it in the menus up at the top of the transaction so we'll go into this and into the layout designer now the layout designer is where we're able to design and.