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accounts598
Level 1

Hi, Does any one know how to generate a receipt for donations received ?

we are a Not for profit and wanted to send receipts to who ever donates to the organisation.

1 Comment 1
GenmarieM
QuickBooks Team

Hi, Does any one know how to generate a receipt for donations received ?

Currently, the donation receipt form is unavailable in QuickBooks Online (QBO), accounts598.

 

However, you can customize the Sales Receipt to serve as a single-donation receipt. First, you’ll need to customize a sales receipt to create a donation form style. Here’s how:

 

  1. Go to the Gear icon, then click Custom for styles.
    L1.png
  2. Hit New style and choose Sales receipt.
    L2.png
  3. Rename the form in the Content section in the Header part.
  4. In the Form names, change the name to something like “Donation Receipt”. Please note that it may still appear as “Sales Receipt” in the drop-down menu when you create a transaction, but the printed/emailed form will use your custom name.
  5. Once finished, click Done.
    L3.png

 

Next, set up a donation item by clicking the Gear icon and navigating to Products and Services. Select New, then choose Non-inventory. Give it a name like 'Fund Donation,' and link it to your 'Non-profit Income' account or a similar account in your Chart of Accounts.

 

Once you’re done, you can now create the receipt for your donation by following the steps below:

 

  1. Select +Create, and choose Sales receipt.
  2. Select the Donor or customer.
  3. In the Products/Service field, select the Fund Donation item.
  4. Fill in important information.
  5. Select Customise at the bottom and choose your new “Donation Receipt” template.
  6. Click Save and send.

L4.png

 

In addition, ensure to select the style as the default so that the correct label appears each time you create a sales receipt.

 

Feel free to return here in the Community if you have other questions.