When using QuickBooks, a Sales Receipt can be used to accept donations and provide donors with a receipt. However, the default for-profit language on the receipt may not be ideal for nonprofit organizations.Here's how to customize a QuickBooks Sales Receipt to create a professional, nonprofit-specific receipt for your donors.Edit Image

• Click the gear icon in the upper-right corner.

• Under Your Company, select Custom Form Styles.

• Click New Style and select Sales Receipt.

• Notice the three tabs: Design, Content, and Email.

• In the Design tab, you can modify the layout, colors, and fonts. Customize the receipt’s appearance to be visually appropriate for your nonprofit.

• Go to the Content tab. This tab shows the three sections of the receipt: Header, Table, and Footer.

• Click the pencil icon in the top right of the Header section. On the left, you’ll see Form Names. Change Sales Receipt to Donation Receipt.

• Click the Footer section. Review the available options. You may want to add a thank-you message here. You’ll notice it says Balance Due. Although there’s no way to remove this, as long as you select Cash or Check as the payment type for the donation, it will display as $0.00.

• Go to the Email tab. This tab allows you to customize the email message sent to your donors when you select Save and Send while creating a new Sales Receipt.

• Once you have finished your customizations, click Done.

• Find the template you just created, click the downward-facing chevron icon on that row, and select Make Default. This sets it as the default template whenever you create a new Sales Receipt.

This customization helps you provide a professional and tax-compliant receipt for donors, making it easier for them to track contributions for their tax filings!