How to record donations in order to give year end receipt

Welcome to the QuickBooks Community, calledup2019.

There are different ways on how you can record the donations. Since you want to print the receipt and give them to your donors, you can use the Sales Receipt to record the donation as a cash memo.

Here are the steps:

1. Go to Nonprofit > Enter Donations (Sales Receipts).
2. Enter the donation details, then select Print Later icon. This way, you can print the sales receipt all at once.
3. Click Save & Close.

Then, follow the same process for the other donors. Once done, you can follow these steps to print the receipt:

1. Click File > Print Forms > Sales Receipt.
2. In the Select Receipts to Print, put a check mark on the receipts you've entered and click OK.
3. Select Print in the Print Sales Receipts window.

Please see these sample screenshots below:

After recording and printing the receipt in QuickBooks, you can match them with the downloaded transaction when it shows up in the Banking section.

Here's how:

1. At the top, select Banking > Bank Feeds > Bank Feed Center.
2. Select the bank account where the donation deposit is downloaded and then click the Transaction List button.
3. Find the deposit and under the Action column, click the Select drop-down menu.
4. Choose Match to Existing Transaction.
5. In the Transaction Details - Match to Existing Transaction window, add the receipts for each donor.
6. Click Confirm Match.

When you're ready to reconcile your bank account, I've got this article for the instructions: Reconcile an account in QuickBooks Desktop.

If there's anything else you need, just leave a comment on this thread, and I'll get back to you as soon as I can. Thank you!

Probably the best way is using the Sales Receipts feature.

However, it depends on how you'll create your year end donor statements, which can be a hurdle as QB does not have a feature to do it properly.

If you use our BRC Donor Statements - Desktop  app to create proper statements, then you can record the donations as Invoices and payment transactions, Sales Receipts, Deposits, and even as Journal entries.

This seems like it would be the perfect solution, but I don't have a "non profit" choice in my toolbar. See screenshot below.

Do I need to change my settings? Or can I find it somewhere else?

Hi calledup2019, 

You can toggle to Nonprofit to change your QuickBooks Edition.

Here's how:

1. From the File menu, select Toggle to Another Edition.
2. Select Non Profit.
   
   
3. Click Next.
4. Select Toggle.

Please check this article for additional information: Toggle to Another QuickBooks edition.

Once done, you can record the transaction as a sales receipt and change the default title to Donation.

1. Click the Customers menu.
2. Click Customize Data Layout on the upper menu.
3. Under Header, change the Default Title to Donation.
4. Click OK. 

Then, follow the steps mentioned by @RenjolynC to record and print the transaction later. Then, run a year-end report for the customer.

1. Click the Customers menu.
2. Select Customer Center.
3. Filter the date.
4. Select the customer on the left side.
5. Click Run Reports drop-down arrow at the bottom.
6. Select View as a Report.

I have also added this link for your reference: Income And Expenses.

We're always right here if you have any other concerns.

How would I do this with QB online? And also, I have imported donations transferred from Zelle and Paypal into Quickbooks and it seems like there should be any easy way to associate AND receipt the donors who gave these gifts but I haven't figured out how and would appreciate your help. 

I'd love to hear the answer to the below reply from the OP. Is this possible in the online editions. The online edition is the most detailed that non-profit owners are able to access, and yet there is very little support from QB or TechSoup (which is QB partner for non-profit discounts). Very discouraging and cost consuming. 

How can these actions be mirrored for the online editions? 

Thank you

Thanks for joining the Community, ENascimento.

In QuickBooks Online, you can record cash and products/services donations by following the process(es) detailed in our How to record donations or charitable contributions article.

I can certainly understand how an ability to associate donations with transactions and produce receipts for them could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear (⚙️) icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera (📸) icon.
4. Select Next.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

You can also check our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

Please don't hesitate to send a reply if there's any questions. Have a lovely day!

Hi, will making a sales receipt get a donation counted twice as income, if the bank deposit is already recorded into QB Online? thanks!

Anything I’ve looked at either gives you a report with multiple receipts or total only with no customer address. If there was a way to open sales summary and show address, then a year end donation receipt could be generated. 

I appreciate you for joining this thread, @TreasurerGJC and @TFGKen.

 @TreasurerGJC, yes, you're correct. Creating a sales receipt while having a deposit recorded in your QuickBooks will double your income. Since the income is already deposited in your book, let's make sure to record them in the appropriate bank account. 

1. Go to the +New button.
2. Select Bank deposit. Make sure to choose the correct account in the Account field.
3. Under the Select the payments included in this deposit section, tick all the payments you want to deposit.
4. Click Save and close.

@TFGKen , I want to make sure we're on the same page. Can you share the report's name you've tried to generate? Also, are you using QuickBooks Online? If yes, we can run the Transaction List by Customer report and customize it to get the data you need.

1. Go to the Reports menu.
2. In the search box, enter Transaction List by Customer.
3. Click the Rows/Columns collapsible arrow. Then, include these options: A/R Paid, TransactionType, Billing Address, Shipping Address, and Open balance.
   
   
4. In the Filter section, tick the A/R Paid box. Select All or Unpaid.
   
5. Tick theTransaction Type box. Then, select the transactions you want to generate on the report.
6. Set the reporting date correctly.
   
   
7. Hit Run report to reflect the changes.

For additional reference, feel free to visit this article: Customize reports in QuickBooks Online.

I've gathered a few articles for you. Each of them provides information about sales and customers in QBO:

• Invoices and payments
• Sales and customers

Don't hesitate to add another post if you have other concerns about generating reports for your customer transactions and information. Take care and have a good one!