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james-ecodyfi-cy
Level 1

Donation receipts not sales receipts?

Hello - we are a not for profit company and so have to provide receipts for people to acknowledge their donations. At the moment I can only see an option to send donors 'Sales Receipts' which have inappropriate wording. Are there other kinds of receipts in Quick Books or is there an option to edit 'sales receipts' for more appropriate wording?

1 REPLY 1
MarkAngeloG
QuickBooks Team

Donation receipts not sales receipts?

Hi there, James.

 

In QuickBooks Online, you can customize the Sales Receipt to look like a donation receipt, and I'm here to help you how. While the option to change the interface of the sales receipt to a donation receipt is not directly available, there are workarounds to achieve this. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Your company, click on Custom form styles.
  3. If you want to use an existing style, click on Edit. Otherwise, click on the New style drop-down from the upper-right hand.
  4. Select the Content tab.
  5. Click on the Header.
  6. Under Forms, check the box for Form names and enter Donor Receipt from the Sales receipt box.
  7. Make other changes if needed.
  8. Once done, click on Done.

 

Another option is downloading the Sales Receipt as a PDF and edit it outside QuickBooks to remove inappropriate wording, such as Balance Due.

 

I also recommend sending feedback directly to our product engineers about this option. It's a very great suggestion that can help every non-profit organizations.

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

Furthermore, you can also learn how to set up and record in-kind donations in QuickBooks Online.

 

If you need further assistance with customizing the sales receipt or tracking donations in QuickBooks Online, feel free to reach out for additional support.

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