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Pastry100
Level 1

How do I create custom letters

We are a non-profit and would like to mail a custom letter acknowledging donation.
2 Comments 2
GenmarieM
QuickBooks Team

How do I create custom letters

Welcome to the Community, @Pastry100. I am here to provide you with some insights about creating custom letters for acknowledging donations.

 

Currently, QuickBooks Online doesn't have a feature to create a custom letter to acknowledge donations. Otherwise, you can check for a third-party app that helps integrate with QBO through the QuickBooks App Store.

 

I suggest providing feedback regarding this limitation. By doing so, our engineers can take your input into consideration and include the feature of creating a customer letter for donations in future updates.

 

Here's how:

 

  1. Go to Help.
  2. Select the Send Feedback Online option.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button. The feedback is sent.

 

Your valuable feedback is essential in shaping the development of QuickBooks Online. We appreciate your contributions in making the software more efficient and user-friendly.

 

I've also added some resources that might be handy in the future:

 

 

Please let me know if you have more concerns about custom letters and other QuickBooks-related questions. I'll be here to lend a helping hand.

BigRedConsulting
Community Champion

How do I create custom letters

To create custom letters from your donors, use our BRC Donor Statements - QB Online tool.

 

It uses several reports exported from QuickBooks Online and magically transforms them into donation statements for a period (e.g. a month or a year - or whatever you want).  You can print the statements - or email them when also using our BRC Excel Batch-Email Manager , which integrates with the Donor Statements tool.

 

- Both tools have had extensive updates in the last year based on customer requests.

- Both come with free trial periods so you can try-before-you-buy.

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