Process a credit card donation in QuickBooks Desktop

Pledges are donations paid at a later time. They are processed using the usual Receive Payment option available in all QuickBooks Edition. If you are receiving a credit card payment against a pledge, refer to Process a credit card payment in QuickBooks Desktop.

Donations, on the other hand, are paid right away. Donations are only available in QuickBooks Desktop Non-Profit edition and can only be processed as a type of receipt. Follow these steps to record a credit card donation:

1. From the QuickBooks Nonprofit menu, select Enter Donations (Sales Receipts).

   

2. When the payment window appears, complete the customer/order information as usual. However, be careful to accurately submit the following items for proper credit card processing. (If a supported USB card reader is attached, click the Swipe Card button in either of these windows):
   • Payment Method (Visa, MasterCard, American Express, Discover) - *make sure the process payment when saving box is checked
   • Card Number/Expiration Date
   • Amount of transaction

   

3. When done, click the Save or Process Payment button.
4. A new window appears to send the credit card information to us for processing. Confirm the credit card information and add any extra (non-required) information available:
   • Street address
   • CSC
   • Commercial card info if applicable
   • Voice Authorization number if applicable
5. Click the Submit button to complete the process. The card will either be approved or declined. If approved, this payment will appear in QuickBooks Desktop accordingly.