Richard, good morning
Yes, that's correct. Using sales information in QuickBooks, I want to create word document Thank You letters containing the following donor information:
All this in a specific date range.
I can figure it out by creating an excel spreadsheet first, then importing into word, but I'd like a more streamlined approach.
Do you know of any 3rd party add-ons that can make this job and contact management easier for a secretary?