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adashmore
Level 1

Changing an invoice to a charitable contribution

We milled some posts for a non-profit and recorded as an invoice.  How do we show this as a charitable contribution?  Invoice is shown as unpaid, I tried to create a credit memo but the charitable contribution is part of the chart of accounts, not the line item that drop down in the invoice.  We would like to record as a charitable contribution and get this off our accounts receivable. 

2 Comments 2
ZackE
Moderator

Changing an invoice to a charitable contribution

Thanks for joining the Community, adashmore.

 

To properly identify how to change an invoice to a charitable contribution, I'd recommend working with an accounting professional.  If you're in need of one, there's an awesome tool on our website called Find an Accountant. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

 

Here's how it works:

  1. Go to our Find an Accountant page.
  2. In the Find an expert in section, choose what you're looking for, then use your search field to enter a City or ZIP code.
  3. Select Search.
  4. Browse through the results and find one that works best for your business. You can click on each ProAdvisor's profile to learn more information about them.

 

Once you've found an accountant, they can be contacted through their Send a message form:

  1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
  2. Enter your appropriate info in the Your nameYour email, and Your phone number (optional) fields.
  3. Hit Send message.


You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!

Rustler
Level 15

Changing an invoice to a charitable contribution

ROFLMAO, yep that helps, call someone else

 

You need to create a service item which points/links to a donation income account, then on a sales receipt use that item instead of the original item, and deposit the funds. Delete the invoice that was created, bring up the invoice and use the more menu/link at the bottom and select delete.

 

The item controls where funds are posted to, what income accounts in other words for an invoice or a sales receipt.

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