I'm with a relatively small non-profit cat shelter that uses QuickBooks Online Essentials for our accounting system. Because we're all volunteers, most of whom have full-time paying jobs elsewhere, we strongly prefer cloud solutions so we can do work from home as time is available. QBOE is adequate, although not great, for non-profit accounting, but we've ended up keeping an Excel spreadsheet to track donors and adopters and generate a mailing list because we can't easily extract data from QBOE. Duplicate data entry, as might be expected, can create a mess. It's also proven to be impossible to generate year-end donation reports for donors to use for tax reporting without a lot of manual effort. (The reports of transactions categorized as donations that we can get from QBOE don't include mailing addresses.)
Would Method CRM be helpful to us? I'm particurly looking for a way to extract mailing lists (could be email or physical mailing addresses) for donation campaigns with logic along the lines of "anyone who has donated any amount or adopted in the last year, or who has donated a total of $XXX in the last three years". We also need a way to generate donation reports at year-end; generation of receipts at the time a donation is recorded would be a real bonus.
Any advice would be appreciated!
Thanks,
Faye
The Cat House, Lincoln, NE