Entering donations - Premier Non-Profit Desktop Version

Hello indy_chic,

Welcome to the community! I know non-profits have some pretty specific ways that information needs to display when it comes to things like donation receipts. I'm happy to go over this with you to make sure it's being entered correctly in your books as well as displaying what you need for your donor.

You're right that when you create a Donation transaction (which is based off the Sales Receipt formatting) that it requires you to enter an item. The good news is that by default the donation receipt does not include the item column when you print or send it to your donors. The item is for tracking in your books to make sure that the funds are being filtered to the proper accounts and this will also help with reporting.

Because you need the item, I recommend creating a service item called "Donation" and then setting it up to track as needed. You can check with an accountant if you're not sure which account to track the item to. The rate field can be left blank so that you can fill it in as needed on the donation receipt. Here's an example of what the item setup could look like.

Once you've got that set up, simply add it to your Donation Receipt, fill out the amount as desired and then print or send as needed. To see how it appears for the customer, you can choose the arrow just below Print, then Preview. On the preview screen, you should only be seeing the Description and Amount columns when using the Intuit Standard Donation form.

Still seeing things you'd like to change on the print or PDF copy? QuickBooks Desktop has many great customization options for the form templates in the program. I encourage you to review the following article to help with that: Use and customize form templates

I hope that helps! Give me a shout if you have further questions. :)