How to enter contributions for church members so we can do yearly statements?

You have three options to record these contributions,  sec-hubnorthshor.

• sales receipt
• bank deposit
• invoice

You can create  standard sales form to a donation form, here's how:

1. Click Gear icon.
2. Select Custom Form Styles.
3. Select the New style drop-down, then choose which form you'd like to change the title for.
4. Under Design, give your custom template an appropriate name.
5. Select the Content tab.
6. At the header section of the form, select the pencil icon.
7. Under Content, check Form names.
8. Change the name of the Invoice or Sales Receipt  to "Donation."
9. Select Done.

Now check this article for steps on how to create a sales receipt, bank deposit, or invoice: Record donations received.

Let me know if you have additional questions.

If I'm using another platform to record donations for the individual church member,  what is the best way to record the total weekly contribution for the general fund, missions and building fund?

You can create a donor account to record the total weekly contribution, @Debbie981.

You’ll only use this for the weekly contribution. Here’s how to create this donor account:

1. Go to Sales menu and then Donors.
2. Select New donor and enter Weekly Contribution.
3. Click Save.

Then, set up accounts for this contribution. You can do this by creating a Sales Income, Clearing Account and Overage/Underage Expense.

1. Go to the Gear icon and click Chart of Accounts.
2. Select New at the top right.
3. Create these accounts: 

From here, create items for the contribution, a category next to the items and template. For detailed information on how to set it up, go to Step 3 and 4 from this article: Record your total daily sales.

Record the actual amount of fund deposited to the bank to match what's shown on your bank statement. See this Record Bank Deposits article for more information.

Let us know if you still have questions, we're always here to assist. Have a wonderful day!

Do you happen to know a way to have the information recorded on a sales receipt print on your custom sales receipt you created using the steps you provided in your last message? 

Once this sales receipt is created, and you add in your donations, do you know of a way to customize the statement that needs to be printed at year end for tax purposes? 

Accurate information about customizing sales receipts is essential for maintaining organized records, kdkbookkeeper. Today, allow me to guide you step-by-step to ensure your statement meets your needs perfectly.

For your first concern, I highly suggest use the feature custom fields that can add information to your created sales receipt, and it will show up.

Here's how:

1. Go to Settings, then select Custom fields.
2. Select Add custom field. If you’ve already created a field, you’ll see Add field instead.
3. Enter the name of the custom field in the Name field.
4. Select the type of data in the Data type ▼ dropdown that will go in your custom field: Text and number, Number only, Date, or Dropdown list. If you select the Dropdown list, enter the items in the list.
5. Select the category the custom field belongs to: Customer, Transaction, Vendor, or Project. Customer fields are for customer profiles, and vendor fields are for vendor profiles. You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks).
6. Select the forms where you want the custom field to appear. Note: To use custom fields in purchase orders, you need to turn on purchase orders for your company first.
7. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on form. A maximum of 3 custom fields may have Print on form turned on for any single form type (such as Sales Receipt or Invoice).
8. When you’re finished, select Save.

Furthermore, for customizing statements is available in QuickBooks Online (QBO). You can create a transaction statement for your customer that shows all the transactions in the specified date range of your sent-out invoices and payments received in QBO. Let me help you how to generate this by following the steps below:

1. Log into your QBO account.
2. Go to Customers, then check the box for the customer you want to make a statement.
3. Click on the Batch actions dropdown ▼, then choose Create statements.
4. In the Statement Type dropdown ▼, select Transaction Statement.
5. Set the date range from the Date ▼ dropdown.
6. Check the customer's email address.
7. Once done, select Save, Save and Close, Save and Send, or Print or Preview.

You can refer to this article to have more insights about the different types of statements and personalizing them: Create and send customer statements in QuickBooks Online.

Allow me to share these valuable resources that can help you get an overview of how your business is running through this feature in QBO:

• Run reports in QuickBooks Online.
• Customize reports in QuickBooks Online.

Ensuring accurate information on customizing sales receipts contributes significantly to the growth of your business, and our Community team is dedicated to helping you achieve this. If you have any additional questions, please Reply to this thread, and I will be here to provide you with immediate assistance.