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Solar Bozo
May 17, 2021
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Generating customer receipts after deposits

  • May 17, 2021
  • 1 reply
  • 0 views

I hope folks can give me a hand here, I know a bit about Quickbooks but haven't been into it real deeply. I have Premier, for nonprofit.

 

I've directly deposited into a bank account donations from "Customers" via "Make Deposits." Some of our donors are now requesting written receipts for the amount of their donations.

 

How do I get Quickbooks to generate those receipts?

Best answer by BigRedConsulting

Thanks for trying, friends. Unfortunately, I guess there is no good way to do this. I will export the info i need and do a Microsoft Word mailmerge.


Yes, QB won't create proper donor statements.

 

However, you can create them using our BRC Donor Statements - QB Desktop , which will include donations details from deposits as well as sales receipts and invoice/payment transactions. It has a lot of options for customization including deciding which money received is a donation (based on the accounts used) and how the statements look when printed.

1 reply

Adrian_A
Adrian_A
May 17, 2021

I've got a way on how we can get a deposit receipt, Solar Bozo.

 

We can print the deposit that you received from your donors. Let me guide you with these steps:

 

  1. From the Accountant menu, select Chart of Accounts.
  2. Locate and double-click the account to where you deposited the amount.
  3. Double-click the deposit transaction.
  4. In the Print icon, select either Deposit Slip or Deposit Summary.
  5. Click Print.

 

From there, you can give it to your donors. Also, if you want to get instant deposits, you can check this reference: Get instant deposits in QuickBooks Desktop.

 

I'll be around if there's anything that I can help. Keep safe!

S
Solar BozoAuthor
May 17, 2021

That was a good idea, Adrian, and I thank you. But I have multiple donations from multiple customers in each deposit. I could edit the pdf extensively to get a single customer deposit summary, but it would still say "deposit" without giving any of our organization's info. I really was hoping for a more elegant solution.

 

MichelleBh
MichelleBh
May 17, 2021

I’ll be here to help you every step of the way, @Solar Bozo.

 

I appreciate you for following the steps above and good to know that you can edit the PDF report. 

 

Another workaround that I can think of right now is to run a Custom Report and customize it. This way, you can send receipts to your donor. 

 

Here's how: 

 

  1. Click Reports at the top menu bar, then choose Custom Reports.
  2. Select Summary.
  3. In the column filed, choose Name, Type, Date, Memo, and Amount. 
  4. Under Filters, search the following: 
  • Transaction Type and select Deposit.
  • Customer Type, then pick either All customers or Multiple Customers Type.

       5.  Pick Head/Footer and change the Report Title. 

       6. Click OK to save the changes.

       7. Double click the transaction, then modify the Memo column, and add your organization's information. 

      8. You can either Print or Email it as a PDF, then follow the onscreen instructions. 

 

For more details, about customizing and memorizing reports, check out this article: Understand reports. 

 

I've included an article that will guide you in managing your non-profit company: Nonprofit Accounting Basics: How to Customize QuickBooks for Your Needs.

 

If you need additional help in performing the steps, please reach out to me. I'm happy to assist you. Keep safe.

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