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Hi, Does any one know how to generate a receipt for donations received ?
we are a Not for profit and wanted to send receipts to who ever donates to the organisation.
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Currently, the donation receipt form is unavailable in QuickBooks Online (QBO), accounts598.
However, you can customize the Sales Receipt to serve as a single-donation receipt. First, you’ll need to customize a sales receipt to create a donation form style. Here’s how:
- Go to the Gear icon, then click Custom for styles.
- Hit New style and choose Sales receipt.
- Rename the form in the Content section in the Header part.
- In the Form names, change the name to something like “Donation Receipt”. Please note that it may still appear as “Sales Receipt” in the drop-down menu when you create a transaction, but the printed/emailed form will use your custom name.
- Once finished, click Done.
Next, set up a donation item by clicking the Gear icon and navigating to Products and Services. Select New, then choose Non-inventory. Give it a name like 'Fund Donation,' and link it to your 'Non-profit Income' account or a similar account in your Chart of Accounts.
Once you’re done, you can now create the receipt for your donation by following the steps below:
- Select +Create, and choose Sales receipt.
- Select the Donor or customer.
- In the Products/Service field, select the Fund Donation item.
- Fill in important information.
- Select Customise at the bottom and choose your new “Donation Receipt” template.
- Click Save and send.
In addition, ensure to select the style as the default so that the correct label appears each time you create a sales receipt.
Feel free to return here in the Community if you have other questions.