Hello gcmcpa,
Thank you for joining this thread! QuickBooks Online gives you a number of options for customizing sales forms to meet your business needs. I can explain your options for generating donation receipts within QuickBooks Online.
QuickBooks Online doesn't have a specific donation receipt template, but don't worry, our Sales Receipt template can be customized and used for this purpose. Here's how you can customize a sales receipt for donations:
- Go to the Gear icon and then select Custom Form Styles.
- Select New Style.
- Select a sales form type (in this case, select Sales Receipt).
You'll then adjust the design and content of the sales receipt to suit your needs. More information about this process can be found in our Community article Customize invoices, estimates, and sales receipts in QuickBooks Online.
Alternatively, you can upload your own custom template file in .DOCX format. Here's how to do this:
- Go to the Gear icon and then select Custom Form Styles.
- Select New Style.
- Click Import style.
- When prompted to pick Invoice or Estimate, select Invoice.
- The next screen will include a detailed import guide with sample .DOCX files that you can use as a base for your template. I recommend downloading and reviewing these documents before proceeding.
- After reviewing the import guide and preparing your custom template in .DOCX format, click the Browse button.
- Locate the template, then click Next and follow the prompts to map your template fields to QuickBooks Online's fields.
If you're unsure what information your donation receipt template should include, check out Canada Revenue Agency's webpage regarding What information must be on an official donation receipt from a registered charity for further information. You can also check out the Community articles below for future reference:
I hope this helps, please let me know if you have any other questions regarding this!
