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). 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.
#PRINT A TAX REPORT IN QUICKEN FOR MAC 2015 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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