I received this email from Byron Brown from Grand Falls NB a few years ago now... and the template still works!
"Hi Eileen, good afternoon (morning for you) from New Brunswick(Life in the slow lane). I have read most of your articles in the Pro Connection and Advisor Advantage newsletter. The reason for this is they are always useful and it is obvious you know your way around the QuickBooks software. I have been using computer software since long before there was a 720K floppy drive let alone a hard drive. I've used them all from Bedford to Simply, Acc Pac, Dac Easy, Business Vision, MYOB. QuickBooks software is far and away the best to have come around in my opinion. I have been a Pro Advisor for approximately 8 or 9 years now running a home based business called Computer Accounting & Consulting. I am treasurer for a small United Church congregation, and this template is perfect for the annual donation receipting as QuickBooks doesn't provide for this functionality. There's no other way to customize the reports to create this particular summary and format and to save the information. This allows you to do both. It would also work well for Day Care clients. Thanks so much for writing that article about how to use Sales Orders to create donation receipts in Intuit Canada's Advisor Advantage newsletter for QuickBooks ProAdvisors. I have designed the form as per your article and enclose a copy for you. Thanks, Byron Brown, Grand Falls NB"
(click to Save it and import it into your QuickBooks data file as a Template to use it to create multi-part donation receipts, just make sure you edit it first)
Click here to download Byron's template: Donation Receipting using Sales Order Template DES
To request a copy of the article, email firstname.lastname@example.org
The article is from Intuit Canada's Advisor Advantage October 2009 edition, and it explains how to use Sales Orders for donation receipting. You'll find instructions on how to use this template to create donation receipting and to use Sales Orders and Sales Order reporting to manage your donation receipting.
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