How to Record Charity Donations in Xero

Quick summary

Recording charity donations in Xero is done through the Manual Journals feature under the Accounting menu. You open an existing journal, edit it to add donation details — including Account, Tax Rate, and Amount — then post the entry to finalise the record.

Steps

1. From the Xero dashboard, click Accounting in the top menu bar.
2. Select Journal Report from the dropdown list of options.
3. Click Go to Manual Journals to navigate to the manual journals section.
4. Find and open the journal you want to use for recording the charity donation.
5. Click Journal Options to access journal settings.
6. Select Edit from the available choices.
7. Click an empty line and enter all required charity donation details, including Description, Account, Tax Rate, Region, and Amount (Debit or Credit).
8. Review your input and click Post to apply and save the changes.
9. Your charity donation is now recorded in the selected Xero manual journal.