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January 11, 2024
Question

Sales Receipt question:How do you change the Product/Service selection from Sales to Donation after a deposit is made?

  • January 11, 2024
  • 1 reply
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1 reply

January 11, 2024

I'll be more than happy to assist you with changing you sales receipt details, @chelsel-casdk12-.

 

Customizing the Sales receipt under Product/Service allows you to modify its details from sales to donation. I'd be glad to walk you through the process.

 

  1. Go to Sales from the left menu, then click All sales.
  2. Click the Filter button.
  3. Select Sales Receipts from the Type drop-down.
  4. Choose the Customer that you want to modify, click Edit.
  5. Scroll down, look for Product/Service, and change your sales to donation.

Here's more information on setting up products and service: Add product and service items to QuickBooks Online.

 

I'm also adding this article as your reference in tracking your inventory and financial reports: Change the account for a product/service item.

 

Please let me know if there's anything else I can do for you to customize your sales receipt. I'll be standing by for your response. Take care.