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.
We are very excited to have Gregg Bossen, a CPA specializing in auditing nonprofits and president of QuickBooks Made Easy for Nonprofits, present this one-of-a-kind and highly requested webinar! Gregg’s firm audits over 30 nonprofits a year.
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 email or print these letters directly out of QuickBooks;
how to generate year-end reports for donors that list their donations; and,
dealing with special event tickets when only a part of the payment is a donation.
Don’t miss this opportunity! You will be VERY glad you came!
Note: This session is for users of both QuickBooks Online and QuickBooks Desktop.
Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. His firm specializes in tax and accounting for nonprofits and small businesses. Most of his clients are nonprofits/small business owners who use QuickBooks. Gregg has been teaching QuickBooks seminars around the country for various groups, both new users and other CPA’s, and is considered to be an expert in the program. Gregg has taught for Intuit, the makers of QuickBooks, teaching CPA’s around the country the new features in updated versions of the software. Gregg also teaches annually at the Scaling New Heights Conference, presently the largest gathering of QuickBooks Pro advisors in the world. In total, Gregg has taught over 1500 seminars to more than 35,000 students.
Gregg is a practicing CPA with a full-service accounting firm located in Atlanta, Georgia. His firm specializes in tax and accounting for nonprofits and small businesses. Most of his clients are nonprofits/small business owners who use QuickBooks. Gregg has been teaching QuickBooks seminars around the country for various groups, both new users and other CPA’s, and is considered to be an expert in the program. Gregg has taught for Intuit, the makers of QuickBooks, teaching CPA’s around the country the new features in updated versions of the software. Gregg also teaches annually at the Scaling New Heights Conference, presently the largest gathering of QuickBooks Pro advisors in the world. In total, Gregg has taught over 1500 seminars to more than 35,000 students.