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Level 1

How do I set up donations to our charity and issue a tax receipt?

 
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Level 4

How do I set up donations to our charity and issue a tax receipt?

Hello again Moosengale!

 

I'm happy to report that setting up and recording donation receipts is just as easy as your previous question regarding sales tax. We can easily create professional donation receipts by using the power of custom form styles. I'll be glad to guide you through this. 

 

The first step is to change the form name. This only needs to be done once, and it's just a few quick and easy steps:

  1. Go to Settings ⚙️ and select Custom Form Styles under Your Company.
  2. Find the form you want to edit, then select Edit in the Action column.(Don't see the form you want to edit? At the top right, select the New style drop-down, then choose which form you'd like to change the title for).
  3. Under Design, give your custom template an appropriate name (example: Donations template).
  4. Select the Content tab.
  5. At the header section of the form, select the pencil (edit) icon.
  6. Under Content, check Form names.
  7. Change the name of the Invoice or Sales Receipt  to "Donation."
  8. Select Done.

Be sure to include any other necessary information about your charity as well. Your accountant is your best resource to ensuring this template is legally compliant. You can easily invite your accountant as a user so you can work on this together. To find one in your area, simply head to the My Accountant tab in QuickBooks Online then click on Find a pro to help.

 

To create the donation receipt is even simpler! I'm including a few articles below that go into more detail about setting up the income account for your books, but it's just a few steps to use the form we just created:

  1. Select the + New icon.
  2. Under Customers, choose Sales Receipt .
  3. At the bottom, select Customize, then choose your donations template.
  4. Enter the donation details, then select Save.

Here's a few articles filled with great info about using QuickBooks Online for a Charity:

Let me know if there's anything else I can do to help. I want to make sure you can focus on what matters, by using the incredible time-saving capabilities of QuickBooks Online.