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Kollel
November 26, 2018
Question

How to edit donation receipt and templates.

  • November 26, 2018
  • 4 replies
  • 39 views

Our non-profit has existing donation receipts that were modified before my time.  On the template is a standard "thank you" with a field open for the amount donated.  It seems in the footer there is a place to print the Total, and that field was moved to where we needed in on the template.  Now we would like to add a small phase that would be typed into the memo field on our sales receipt when the donation is entered into QB that would appear on the receipt.  I looked for a memo field under Additional Customization, but could not find one.  I am not sure how the sales receipt was constructed, and I do not see how to edit it.  We are running Premier Non-Profit Edition 2008.  Much thanks!

4 replies

Rustler
Rustler
Level 15
November 26, 2018

the memo field provided by QB is for internal use

in customize data layout on the footer tab, use an Other 1 or 2 field, retitle it, and set it to print or show on screen (or create a custom field and use that.

qbteachmt
qbteachmt
Level 11
November 26, 2018

You do't need a specific Field for freeform text; you can type that into the line with the donation item, or Enter Key to force that to a new line, or just use the next blank line for notational purposes.

kat81
December 14, 2022

How can a change the wording on the  Donation Receipt for "Sales" to "Donation"?

 

 

Mich_S
Level 5
December 14, 2022

Your suggestion to customize the donation receipt template in QuickBooks Desktop is great, @kat81. 

 

This functionality is currently unavailable in QBDT. Therefore, I advise providing us with feedback. This notifies our product engineer that you want the ability to change the sales receipt format. Here's how you can do it:

 

  1. Open the Help menu and choose Send Feedback Online.
  2. Select Product Suggestion.
  3. Pick a feedback type and product area on the QuickBooks Feedback window.
  4. Fill in your suggestion or feedback, name, and email address (As needed).
  5. Click on Send Feedback Online.

 

Kindly keep an eye out for an email notification regarding any updates. 

 

Additionally, read this article that you find helpful when handling customer transactions in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.

 

You can always reach us back if you have other concerns regarding sales forms or QuickBooks in general. We'll make sure to respond as soon as we can. Take care of yourself always!

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