sales receipts

Hi @Sobhana Bhikkhuni,

The custom form styles let you remove the form name (Receipt) but not the balance due. As a workaround, you can use the import style for the invoice and customize the form according to your preference. Let me walk you through how.

1. Go to Gear, QuickBooks Labs, then turn on Import Style.
2. Tick Done.
3. Go back to Gear, Custom Form Styles, then the New style drop-down.
4. Choose Import style. Design and customize the form in .docx template. This is the part where you can rename or remove the "Receipt" form name and delete the "Balance Due" portion.
5. Hit Save.

Once done, you can import your form to QuickBooks. Please see this article for details: Import custom form styles for invoices or estimates. When you're ready to receive the donations, use this template. Also, you'll need to make sure you "Receive payment" this transaction so it'll be posted in the Undeposited Fund account.

You can check this help article about customizing invoices, estimates, and sales receipts in QuickBooks Online for more information.

On the other hand, I'll be sending a product request to our engineers about this feature so they can consider adding it to the future updates. 

The Community is always here if you have other questions or concerns. Feel free to comment anytime. Thank you and happy weekend.

Importing customized templates for SALES RECEIPTS isn't an option when you import, only invoices and estimates, so it can't be chosen as a template on a Sales Receipt.

Yes, QuickBooks forms won't show you the data needed for donor letters/statements. QuickBooks doesn't have a feature to create such statements, showing the reportable payments for the year or other period.  Instead, use our BRC Donor Statements - QB Online or BRC Donor Statements - Desktop  tool to create the statements.

These tools report on cash received and will include Payments on Invoices, Sales Receipts, and Deposits - in cases where you record your donations directly as deposits. You can include a detail or summary table of donations, or no table. You can include custom text to thank your donors, complete with "mail merge" type fields, so each statement will address the donor by name, and can include the donation total and other fields in the text. You can also include logo and signature files on the statements.

The tools create statements that are ready to print, tri-fold and mail, and if you use windowed envelopes you can print your company and donor addresses on the statements - and align them - so you don't even need to create and use use address labels.