Can I change name of Sales Receipt to Donation Receipt?

Hi there, president. 

Yes, you can change the label from Sales Receipt to Donation Receipt in QuickBooks Online. I'd be glad to walk you through the process.

Customizing the Sales receipt form allows you to modify its details. Simply go to the Custom form styles page and edit the content from there. Let me show you how:

1. Go to the Gear icon.
2. Under Your company, click on Custom form styles.
3. If you want to use an existing style, click on Edit. Otherwise, click on the New style drop-down from the upper-right hand.
4. Select the Content tab.
5. Click on the Header.
6. Under Forms, check the box for Form names and enter Donor Receipt from the Sales receipt box.
7. Make other changes, if needed.
8. Once done, click on Done.

You should now see the label as how you want it to appear on the form. Here's a screenshot you can refer to for visual reference.

Additionally, ensure to select the style as the default so that the correct label appears each time you create a sales receipt.

Lastly, browse through this extra guide to find out how you can get a copy of the form: Download and save sales forms and statements in QuickBooks Online.

It's always my pleasure to be of help. Feel free to comment back if you have other concerns with sales receipts or QuickBooks. Enjoy the rest of the week and take care!

Is there any way to not have "Balance Due" at the bottom since this is confusing to our donors? We used to be able to customize a thank you message for their contribution.

Hi there, Non-Profit User.

I see the importance of removing the Balance Due at the bottom of your receipt. I'm here to assist in achieving your goal on this matter.

In QuickBooks Online, the Balance Due helps in tracking the amount of money that is yet to be received and managing the accounts receivable of the business or organization. Removing them is unavailable in QBO.

As a workaround, you can download the Sales/Donation receipt as a PDF and edit it outside QuickBooks to remove the balance due.

You can refer to this article on ways to add details to your sales forms that matter to you: Customize your form in QuickBooks Online.

If there's anything else I can help you with about managing receipts or other concerns, post a reply below. I'm here to assist. Take care always. 

"Custom form styles" does not exist under the Gear icon. Under "Your Company" I have "Account & Settings", "Chart of Accounts", "Get the Desktop App", "Additional Info". You have provided directions that I apparently cannot follow.

I understand how important to access the Custom form style, @jgtcking. Let me share some information about this matter.

The reason why you can't see the Custom form style feature in the QuickBooks account is due to the limited role assigned to you. If you have a Standard no-access role and are not the Primary admin, you may observe the following on your screen:

In QuickBooks Online, it's important to set yourself as the primary admin or have the primary admin set your role to Standard all access. Since the user's roles can't be edited, I recommend having the Primary admin delete you as a user and adding you again to set your roles in the account. Once you have enough access to the account, you may start using the custom form style and other features available. 

However, if this is not the case and you're the Primary admin of the account, you can perform some troubleshooting steps to see if the problem is within your browser. In most cases, cache-induced browsers affect the program's performance and might block some features in the program. You can start by accessing your account in an incognito or private browser. Here are the keyboard shortcut keys for your reference:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Check if the feature is in there. You can refer to the image below as a reference:

If it does, you can clear your browser's cache to remove and fix your browser and start with a clean slate. 

Additionally, you can customize invoices and other sales forms to make them more personalized and add the info that matters most to your business. 

You're always welcome to reach us if you have other concerns about managing custom form styles or any QuickBooks-related inquiries. We've got you covered.