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Ub3
Level 1

I would like to creat a receipt specific to do or for a charity. Don’t need invoice stuff like billing.

 
4 Comments 4
ChristieAnn
QuickBooks Team

I would like to creat a receipt specific to do or for a charity. Don’t need invoice stuff like billing.

Hi there, Ub3. I'll be sharing steps so you can create a receipt specific to a charity that doesn't need an invoice or anything related to billing. 

 

To start with, you can set up the charitable organization you're donating to as a vendor so that you can record it as a check. Then, ensure that the account you select from the Account dropdown list in the Account details section is a dedicated expense account for tax-deductible contributions that aren't used for any other expenses. 

 

Here's how:

 

  1. Click the + New button.
  2. Choose Check.
  3. Choose the Payee from the drop-down list.
  4. From the Bank account drop-down, select the appropriate account.
  5. Complete the check fields you need.
  6. Fill in the other necessary field.
  7. Click Save and close.

 

If you don't have an expense account for donations/charity, you can click  Add New from the dropdown list in the Account column to add one when you record the donation.

 

Lastly, you may refer to this article to view details on how you can enter a sales receipt record an in-kind donation: Set up and record in-kind donations in QuickBooks Online.

 

I'm more than happy to lend a helping hand again if you have further questions about recording charity transactions or other functions in QuickBooks. Just reply here, and I'll get back to you as soon as possible. 

Ub3
Level 1

I would like to creat a receipt specific to do or for a charity. Don’t need invoice stuff like billing.

Hello

Thank you for respond.

all I need is to be able to send receipts to the donors that donated money to my charity.

im not sure if I understood your response.

for instance, a doner gave 500. I need to get a receipt out to her for her tax purposes 

 

Thank you 

Kurt_M
QuickBooks Team

I would like to creat a receipt specific to do or for a charity. Don’t need invoice stuff like billing.

I'm chiming in to share some insights about sending receipts to your donors in QuickBooks Online (QBO), @Ub3.

 

The steps provided by my colleague is intended for processing donations in QuickBooks Online. Since you'd like to send a receipt to your donor who donated a certain amount into your account, you can create a sales receipt and then send it to the donor as a statement of their donation. To begin, these are the steps:

 

  1. Create a sales receipt for the donation.
  2. Select Customize, then choose your donation template.
  3. Make sure to select the donor and donation item you set up.
  4. Select the Payment method ▼ dropdown, then choose how you receive the donation.
  5. Select Save and close or Save and send if you want to email your donor a receipt of their donation.

 

Feel free to visit this article to know more about handling donations in QBO: Track funds you receive from donors in QuickBooks Online.

 

I've also got you these handy articles for future reference:

 

 

If there's anything else that you'd like me to assist you with, feel free to leave a comment down below. I'll make sure to keep an eye on your response. Keep safe and have a good one, @Ub3.

BigRedConsulting
Community Champion

I would like to creat a receipt specific to do or for a charity. Don’t need invoice stuff like billing.

@Ub3   RE: for instance, a doner gave 500. I need to get a receipt out to her for her tax purposes

 

Many non-profits send donor statements periodically (once a month, quarter, or year, for example) that include all of the donations per donor for the period. If that works for you, use our BRC Donor Statements - QB Online tool (BRC Donor Statements - QB Desktop for QB Desktop) to create and print proper donor statements.

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