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
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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