Donation Receipt

Some of our clients are using a donor management app. It creates personalized email templates that automatically send out receipts to donors once their donation is submitted. Then it creates the targeted lists and automatically generate letters or emails annually based on precise donor actions to ensure their donors feel seen and appreciated.

Hi GK Canada,

Welcome to QuickBooks Community. It is great that you are taking advantage of features in QuickBooks. When you record an in-kind donation, enter a sales receipt and create a bill for the donation, then mark the bill as cleared. To enter a sales receipt, you can follow these steps below:

1. Select + New.
2. Select Sales Receipt.
3. In the Customer field, enter the donor's name. If this is a new entry, enter the donor's name and then select Add and Save.
4. Enter the Date of the donation.
5. From the Deposit to ▼ drop-down menu, select the In-Kind Clearing bank account you created.
6. Select the appropriate item from the ▼ drop-down menu of Product/Service column and add any additional Description.
7. (Optional) Assign the Class associated with the donation.
8. Enter the fair market value (FMV) of the donation in the Amount field.
   Note: Consult your accountant if you are unsure of the Fair Market Value of a donation.
9. Select Save and Close.

To read more about recording donation, you can refer this article: https://quickbooks.intuit.com/learn-support/en-ca/payments-income/set-up-and-record-in-kind-donations/01/261395#M90

I hope this helps. If you have more questions related to QuickBooks, feel free to reach out here.

Hello again GK Canada,

I'm with you on what you're looking for and absolutely see how having a single donation receipt to give a donor at the end of the year would be useful instead of having to sending them 12 different ones. I can help you with the features in QuickBooks Desktop.

I'm glad to see that you've found how to create donation receipts in QuickBooks Desktop, and I see the importance of being able to record them month by month since that's when they're received by your organization. In this case, there isn't a way to create or print a single donor receipt at the end of the year from the ones that already exist in the books. What you could consider is something like a customer statement form, although I do know that donation receipts often have specific parameters that you'll want to meet.

You could try creating a statement template to meet parameters of the donation receipt if you'd like, and if you can get one how you need it, you could then use the customer statement option. Check out this article for more about working with templates in QuickBooks Desktop: Use and customize form templates. To see if a statement might be the right transaction for your to begin with, this article explains what those forms show you: Create a billing statement

If that doesn't quite work for you, this is a good opportunity to leave feedback, which can be done by going to the Help menu and choosing Send Feedback Online. At QuickBooks Desktop, we're all about doing what we can to enhance the product, so this is a great way to contribute your thoughts and have your voice heard.

You can also consider going back to a donation management system. I see that you mentioned previously using one and stopping doing so, but since QuickBooks Desktop doesn't quite have what you're looking for, that may be the best option.

I hope this has been helpful. Don't hesitate to share your feedback using the steps I outlined or to ask more questions here if you have them. Have a great week!