You can modify the standard sales forms within QuickBooks Online to enter donations you receive. 

Choose from the options below depending on how you want to handle the donation:

  • If you need a printable receipt, use the Sales Receipt feature
    1. Select the Plus icon (+) at the top, then Sales Receipt.
    2. (Optional): Follow the steps at the bottom of this article to change the title of the Sales Receipt to Donation.
  • If you don't need a printable receipt, use the Bank Deposit feature
    1. Select the Plus icon (+) at the top, then Bank Deposit.
    2. Fill out of the necessary fields in the Add other funds to this deposit.
  • If you need to keep a running register for each donor, use the Invoice and Receive Payments features 
    1. Select the Plus icon (+) at the top, then Invoice.
    2. (Optional): Follow the steps at the bottom of this article to change the title of the Invoice to whatever you'd like.
    3.  Select the Plus icon (+) at the top, then Receive Payment.
Using this process will run transactions through Accounts Receivable, creating a register for each donor.

Change the title of a standard sales form

  1. Select the Gear icon at the top, then Custom form styles.
  2. Select Edit to the right of the form you wish to edit.
    • Note: if you don't have any forms listed, under the New style drop-down arrow, choose which form you'd like to change the title for. 
  3. Select Content at the top.
  4. Select the header section at the top.
  5. Under the Form names section, change the name of the Invoice, Estimate, or Sales Receipt.
Important: If you change the  Form name in the Custom form styles module, it will only change the title on the form itself. You will still see the terms Invoice, Estimate or Sales Receipt used in the rest of QuickBooks Online. 3202