Your Donor Thank You Letters! Complying with IRS Requirements (and getting them from QBO)

Webinar Info

Do you struggle to send IRS-required thank you letters out to your donors? Did you know that you can actually send IRS-compliant donor thank you letters directly out of QuickBooks®? You can either print or email them!
It’s very cool! You can even do it with one click at the same time you are recording the donation! You can also send year-end donor acknowledgements listing all the year’s donations with the use of APP that syncs with QBO.

In this must-see session, we will cover:

What is legally required to be on a donor thank you letter

How to set up letter templates in QuickBooks® that are IRS-compliant

How to e-mail or print these letters directly out of QuickBooks®

How to generate year-end letters with the use of an APP

Dealing with special event tickets when only a part of the payment is
a donation