I am trying to do what I think should be an easy operation in QuickBooks Premier (NonProfit Edition) 2015. The software has a very nice feature for sending Thank You letters to donors. It is accessed from the menus by going to:
Nonprofit > Send Letters to Your Donors > Prepare customer letters with envelopes > (Select a Donor) > Nonprofit Thank You (under Choose a Letter Template, Letter template available for customers/jobs)
The problem I'm having is that there does not appear to be a way to insert the donation amount into the letter template. If I edit the letter template by going to:
Nonprofit > Send Letters to Your Donors > Prepare customer letters with envelopes > (Select a Donor) > Create or Edit a letter template > View or Edit Existing Letter Templates > Customer > Nonprofit Thank You
Then Microsoft Word will open and allow me to edit the template. From within Word under the ADD-INS Menu I am presented with two custom QuickBooks drop-down menus that will insert QuickBooks letter template variables into my letter template document. My choices of fields are from two categories:
- "Insert My Company Fields" - Contains template variables related to my company
- "Insert Customer Name Fields" - Contains template variables related to the customer (Donor)
Unfortunately no field under the "Insert Customer Name Fields" allows me to choose a donation amount.
I am aware that there are other reports in QuickBooks that I can use to show the amount. Is the intention that I have to create both a letter and the separate report and attach both for my donors? Is there not a way to send a single letter that shows the amount?
Thank you for any guidance you can provide.