Thanks for sharing helpful tips to handle donations in QuickBooks Online, TricinaM.
As of now, you'll have to manually enter these details in your sales receipt by exporting them to Excel. Aside from that, you can also integrate a third-party app that'll let you upload your prepared transactions to QuickBooks Online.
Here's how:
- Click Apps in the left navigation menu.
- In the Search field, enter "Import Transactions" or any other keywords to find the most suitable app. You may also click Browse Category, then choose Data Sync.
- Browse through the apps, then select the one you want.
- Click Get app now, and then Connect.
- Sign in using your Intuit Account, if you'll be asked to verify your identity. - From the Company/Firm drop-down menu, select your company.
- Click Confirm, and then Connect.
Additionally, I've added this article that'll help you personalize and add specific information to your sales forms: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.
Feel free to drop a message to this thread if you have more questions. I'll reply as soon as I can.
