How do I enter a
donation received by my organization in QuickBooks?
QuickBooks customer care:Well,
the users of QuickBooks might face some technical issues related to it such as
‘unable to enter a donation entries in QuickBooks’ but the users have not to
worry as we are discussing the solution over here with some instructions. The
users are required to follow those instructions very strictly to resolve those
issues and if they failed to do so or face some errors while following the
instructions then they have one more option
to resolve the issue through QuickBooks customer care number +1-855-861-4161 where our technicians will assist them
within a short span of time.
The
standard sales forms within QuickBooks Online can be adopted for entering the
user’s donations. Which form to use will depend on how the users want to handle
the donation.
Note: If the users want
to change the terminology for the title of the forms to Donation/Pledge, they
can follow these steps:
1.
First of all the users
are required to click the Gear icon > Company
Settings/Account and Settings
2.
Go to the Sales tab
on the left
3.
Click Customize
Look and Feel
4.
Click Header and
select Show Form Name
5.
Change the name of
Invoices, Estimates/Quotes, and Sales Receipts to whatever you'd like
When
you receive a donation there are three ways of recording it:
- To
record the donation and have a printable receipt, use QuickBooks Sales
Receipt feature (terminology for the title of this form can be changed to
Donation):
- Click Create (+) > Sales
Receipt
- If
the users simply wish to record the donation, but do not need a printable
receipt, they can use the New Deposit section
from the Bank Deposit screen.
- Click Create
(+) > Bank Deposit
- Go
to the Add New Deposits section and fill out the
necessary fields
- Should the
users desire to keep a running register for each donor, you will want to
use the Invoice (terminology for the title of this form can be changed to
whatever you'd like) and then Receive Payment feature. Using this process
will run transactions through Accounts Receivable and therefore create a
register for each donor.
- To
create an invoice: Click Create (+) > Invoice
- To
create a receive payment: Click Create (+) > Receive
Payment
As we have observed that the
users can resolve the issue by just following the instructions as we had given
above. The users have to follow the steps very strictly or if they face some
errors while following the steps then they can have assistance through QuickBooks customer care +1-855-861-4161
where technicians of level six will assist the users in resolving the issue
within no time with accuracy.
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