![]() In QuickBooks, a donor would be the same thing as a Customer. Generally, you’ll probably want to send letter to your donors. If you click that, another little menu will pop out where you can select what type of letter you want to prepare. Step 2: Scroll down until you see Prepare Letters with Envelopes. I can think of all sorts of reasons: to summarize their giving for the year and say thank you, to send letters to donors that have not donated in the past year, to send an announcement of an upcoming event, reminders to pay their pledges, and so on! But if you’re like me, tried to use this application and gave up, or never bothered with it at all, let me save you a little frustration and give you the walk-through of using it. If you use QuickBooks as your accounting software and track your donors with it (which you can), this letter application becomes a really great way to send letters to them. It is a pretty handy application, and one that I have to admit has frustrated me in the past. There is a letter writing function within the QuickBooks program.
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