Hi there, ppzoo.
To correctly record your donation, you can create an account first to your chart of accounts in QuickBooks Desktop (QBDT). After that, you can record it directly to a sales receipt or by creating an invoice and applying a credit memo.
I've got the steps on how to record your given donations.
Here's how:
- Go to Lists. Then, select Chart of accounts.
- In the Account field click the dropdown arrow, then click New.
- Select Expense, then click Continue.
- Enter an account name depending on your choice.
- Select Save and Close.
Then, once you already created an account for your COA, you need to add a new item to your item list.
Here's how:
- Go to Vendors. Select the Item list.
- Click the dropdown arrow in Item, then tick New.
- Select what type of item you want to add. You can add a rate for the item.
- Click OK.
After creating a new item, you can create an invoice for the customer. Then lastly, create and apply the credit memo to the invoice.
Furthermore, you can visit these articles as your reference on how to run a report and customize it afterward:
Comment on the post if you still have concerns about recording your donations in QBDT. I'm always here to help. Take care.