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Level 1

Label Change on Donor Receipt

The sales receipt on the invoice form for a nonprofit can be changed from sales to donation. How can the "bill to" label just above the address be changed to "Donor's Address"? A donation receipt should have the donor's address, not a vendor's address. Thanks.

Solved
Best answer June 14, 2020

Best Answers
Highlighted
Moderator

Label Change on Donor Receipt

Hello Curtis0401,

 

Currently, the Bill To label cannot be changed within QuickBooks Online. However, we have an alternative which is to import a customized template.

 

With this, you should be able to set your own labels on the fields you want to display for your customers. Before that, you'll need to turn on the import feature:

  1. Click the Gear icon in the upper-right corner and select QuickBooks Labs.
  2. Turn on the Import Style and select Done.

Then, you can start importing your customized template. You can browse this link to see the detailed steps to do it: Import custom form styles for invoices or estimates.

 

Feel free to get back to us if you have clarification about the process. Have a great day!

View solution in original post

3 Comments
Highlighted
Moderator

Label Change on Donor Receipt

Hello Curtis0401,

 

Currently, the Bill To label cannot be changed within QuickBooks Online. However, we have an alternative which is to import a customized template.

 

With this, you should be able to set your own labels on the fields you want to display for your customers. Before that, you'll need to turn on the import feature:

  1. Click the Gear icon in the upper-right corner and select QuickBooks Labs.
  2. Turn on the Import Style and select Done.

Then, you can start importing your customized template. You can browse this link to see the detailed steps to do it: Import custom form styles for invoices or estimates.

 

Feel free to get back to us if you have clarification about the process. Have a great day!

View solution in original post

Highlighted
Level 1

Label Change on Donor Receipt

Thanks for the response, though this is for invoices, not receipts. Please send this to the development team as an enhancement (certainly needed in nonprofits). I did notice my question by another user about 4 years ago. Appreciate your help.


@JamesDuanT wrote:

Hello Curtis0401,

 

Currently, the Bill To label cannot be changed within QuickBooks Online. However, we have an alternative which is to import a customized template.

 

With this, you should be able to set your own labels on the fields you want to display for your customers. Before that, you'll need to turn on the import feature:

  1. Click the Gear icon in the upper-right corner and select QuickBooks Labs.
  2. Turn on the Import Style and select Done.

Then, you can start importing your customized template. You can browse this link to see the detailed steps to do it: Import custom form styles for invoices or estimates.

 

Feel free to get back to us if you have clarification about the process. Have a great day!


 

Highlighted
Moderator

Label Change on Donor Receipt

Yes, we'll take this as a product suggestion, Curtis0401.

 

We're always looking for ideas from users on how to improve QuickBooks Online. 

 

In the meantime, I would recommend visiting our Blog site. This is where we share recent happenings and future developments, like updates to newly added features in the software.

 

If I can be of any additional assistance, please feel free to post a comment below.

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