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saifoodbank
Level 1

How do we create a receipt of donation and send to email once the donation is reveiwd and added in QB. Also want to know if email can be sent automatically.

 
1 Comment 1
svaishnavi
Moderator

How do we create a receipt of donation and send to email once the donation is reveiwd and added in QB. Also want to know if email can be sent automatically.

Hello,

Welcome to QuickBooks Community!

 

Here's what you can do:

Under Customers, choose Sales Receipt. At the bottom, select Customise, then choose your donations template. Enter the donation details, then select Save.

 

Here's some extra reading material to help you out with managing donations in QuickBooks.

 

Set up and record in-kind donations

 

Track donated inventory

 

I hope this helps!