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 from QuickBooks?
You can print or email them and even do it with a single click when you’re recording the donation, so you save time tracking donations.
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 webinar!
In this must-see session, you’ll learn:
- 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,
- how to deal 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 informational purposes only and is not intended as tax or financial advice. Always consult a tax professional to learn how tax laws apply to your organization.
You will receive two GrantStation emails:
1. A copy of your paid invoice
2. A confirmation email from Zoom for the webinar with the login credentials
If you do not receive the confirmation email within 48 hours of registering, please email or call 1-877-784-7268.
GrantStation does not refund registration fees. Fees may be applied to any webinar scheduled within 30 days.
After the webinar, you will receive an email with a link to the recording and any handouts.
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 CPAs, and is considered to be an expert in the program. Gregg has taught for Intuit, the makers of QuickBooks, teaching CPAs 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.