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Maintaining Charities in ItsDeductible
I've used ItsDeductible for years. My charity list is long and many of the charities I haven't contributed to in years. If I print the Item Donations report, it lists every charity, including those with $0 contributions that year. My Primary Question: When it is safe to delete charities without risk of losing records? Other questions: I have multiple listings for Salvation Army and Goodwill, based on the town I was living in at the time. Is it better to make one generic listing to avoid duplications? Is there a way to print the Item Donations report and filter to only charities with amounts greater than $0?
‎June 5, 2021
10:04 AM