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Richard
Richard, Financial Specialist
Category: Financial Software
Satisfied Customers: 16835
Experience:  IT professional, resolving issues with financial programs.
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Im a nonprofit organization. How do I integrate my QuickBooks

Resolved Question:

I'm a nonprofit organization. How do I integrate my QuickBooks donor data with a Word Thank You letter, including date and amount of a donation?
Submitted: 8 months ago.
Category: Financial Software
Expert:  Richard replied 8 months ago.
Thanks for your question. My name is XXXXX XXXXX X look forward to assisting you.

To clarify, you wish to print out word documents, that include some data from Quickbooks.

Is this correct?

Thank you
Customer: replied 8 months ago.

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:


 



  • Name & address

  • Payment type

  • Payment date

  • Payment amount

  • Tax deductible amount


 


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.


 


Thanks,


Grace


 


 

Expert:  Richard replied 8 months ago.
Thanks Grace,

You already have the answer :)

It needs to be first exported to Excel, then you import into Word via the Mail Merge.

This is as streamlined as you can make it in Quickbooks.

Customer: replied 8 months ago.

Do you know of any 3rd party add-ons that can make this job and contact management easier for a secretary?

Expert:  Richard replied 8 months ago.
There are none, and the reason is that Software cannot directly go in and obtain the data to do the mail merge.

The procedure you are doing, is what all users need to do in order to make mail merges from Quickbooks.

Richard, Financial Specialist
Satisfied Customers: 16835
Experience: IT professional, resolving issues with financial programs.
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