Thanks for bringing this to our attention, @sugarhousereview. Let me provide some insights about creating in-kind donations.
When setting up and recording an in-kind donation, make sure not to miss a single step.
First, you should set up an income and clearing account for charitable contributions. Then create a product or service item for the donations. Once done, you can now record an in-kind donation by entering a sales receipt. After that, create a bill for the donation, then mark the bill as cleared.
For detailed info, please refer to this article: Set up and record in-kind donations.
Additionally, let me share this link to guide you personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Feel at ease to let me know if you have other questions about the process. I'll be happy to help you again. Stay safe!
How do I create a bill? There's no "create bill" anywhere.
I've gone through the directions step by step up until that point. Though, there is a lot of fields that are left blank using these instructions that seem like they shouldn't be.
I want to ensure this is taken care of, @sugarhousereview.
Usually, this issue occurs is often caused by a browser issue. The cache stores temporary internet files from your browsing history to help your browser quickly load the pages. And that may affect the browsing performance and may require you to clear it out when it gets full.
To fix this, I'd suggest doing a few browser troubleshooting steps to get it to work.
Refer to the keyboard shortcuts below:
• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N
• Microsoft Edge: Ctrl + Shift + P
Please know that you can always get back to us if you have other questions. I'm always here to help.
This isn't a browser cache issue.
I really wish you'd go through the instructions you're telling me to go through on a Quickbooks Online nonprofit account. You'll see that the GUI and your instructions don't actually align anymore. I'm sure they did, at some point, but they no longer do.
I shouldn't have to do this, but I will, since it might help some poor soul in the future. Here's screen shots of every single step in the instructions. Perhaps this way, you'll see that I'm not a complete moron.
Nevermind. I can only upload one screenshot as a time. Here's the first. I guess I'll post 12 responses.
Thanks for following up with the Community, sugarhousereview. I appreciate you providing some screenshots of what you're seeing.
You can create bills by using your + New button.
You can find all of the additional steps for setting up and recording in-kind donations in our Set up & record in-kind donations article.
In regard to the "Something's not quite right: Select a product or service" error you're receiving when trying to select a product/service, I'd recommend checking your browser with the steps provided by Maybelle_S. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. When testing in a private window, check to see if it works properly and allows you to choose a product/service.
If you've already performed Maybelle_S's steps, you'll want to continue troubleshooting by switching to another browser.
Here's a list of supported browsers:
You can also check a browser's compatibility with your books by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.
In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
I've additionally included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements
Please don't hesitate to send a reply if there's any questions. Have an awesome day!