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lgkaye45
Level 1

Has anyone set up a "Gift Certifcate " system in quickbooks?

WE have an account to keep track of funds but would like a system with Gift certicate numbers and a PDF form that is sent to the customer.

1 Comment 1
BabyB
QuickBooks Team

Has anyone set up a "Gift Certifcate " system in quickbooks?

Hi, lgkaye45. Setting up an account for your gift certificates is a good start. While QuickBooks doesn't have a built-in system for gift certificate management, you can manually add the certificate numbers in the Description column.

 

 

When you email a transaction, your customers will also receive a PDF copy of the form as long as your settings are configured to include it. If you haven't yet, just go to the Gear icon > Account and settings > Sales. From there, scroll down to the Online delivery section and check the box for PDF Attached.

 

Alternatively, you can search for a third-party application that can help you automate the process of generating and sending an actual copy of the gift certificates in a PDF form.

 

Let us know if you have further questions.

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