Donor Change

farmgirlkent69 · ‎May 01, 2020

How do you change the product type in donors to show a list of things you need? I want to show the invoice is for rent but I cannot work out how to add to the 4 options that quickbooks gives you?

Is there also anyway in the UK of changing Donor to Customer? I work for a charity and regularly receive donations so this is really confusing.

MariaSoledadG · ‎May 01, 2020

Hello, there farmgirlkent69.

Changing donor to a customer isn't possible if you select that your business type is charity on setting up QuickBooks Online it will default to donors instead of customers. At this time, adding rent as a product type is not possible. You'll want to enter rent under service so it won't classify under inventory.

You can also personalize the appearance and layout of your sales forms. For future reference, you can visit this article for more detailed steps: Customise Invoices, Estimates, And Sales Receipts In QuickBooks Online.

Please touch base with us anytime if you have any other concerns. I'll always make sure to get back to you.

View solution in original post

MariaSoledadG · ‎May 01, 2020

Hello, there farmgirlkent69.

Changing donor to a customer isn't possible if you select that your business type is charity on setting up QuickBooks Online it will default to donors instead of customers. At this time, adding rent as a product type is not possible. You'll want to enter rent under service so it won't classify under inventory.

You can also personalize the appearance and layout of your sales forms. For future reference, you can visit this article for more detailed steps: Customise Invoices, Estimates, And Sales Receipts In QuickBooks Online.

Please touch base with us anytime if you have any other concerns. I'll always make sure to get back to you.

paul72 · ‎May 01, 2020

@farmgirlkent69 wrote:
How do you change the product type in donors to show a list of things you need? I want to show the invoice is for rent but I cannot work out how to add to the 4 options that quickbooks gives you?

The four options you mention (on the invoice) will be your Products/Services. When you click on the Product/Services box on the invoice, it should give +Add New at the top?

If not, from the Dashboard, click the Cog Symbol (top right) then Lists = Products & Services.

As mentioned by @MariaSoledadG enter Rent as a Service.

@farmgirlkent69 wrote:
Is there also anyway in the UK of changing Donor to Customer? I work for a charity and regularly receive donations so this is really confusing.

This is probably automatic - if your Company Type was set to Charity when the QBO account was opened. If you Company Type now, you'll get Customers but not Donors.

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