How to Record Charity Donations in Xero
- George Apostolov
How to Record Charity Donations in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
Choose 'Journal Report' from the list of options.
After that, tap 'Go To Manual Journals'.
Find and open the journal you wish to use for recording the charity donations.
Subsequently, tap 'Journal Options' to proceed.
Pick 'Edit' from the choices.
Following that, click an empty line and enter all the required details related to the charity donation, particularly the Description, Account, Tax Rate, Region, and Amount (Debit or Credit).
Once done, review your input and click 'Post' to apply the changes.
After completing these steps, your charity donations will be recorded in the selected Xero journal.
Quick answer: To record charity donations in Xero, navigate to Accounting, select Journal Report, and go to manual journals. Open the desired journal, choose Edit from Journal Options, and enter the donation details on an empty line including description, account, tax rate, region, and amount. Finally, review your input and click Post to apply the changes.
About this Xero tutorial
Record charity donations in Xero by adding the required details to a manual journal and posting the changes. This guide shows how to record Charity Donations in Xero in 9 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, your charity donations will be recorded in the selected X...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to record Charity Donations in Xero?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Record the Purchase of Equipment in Xero, How to Record the Vehicle Purchase in Xero and How to Refresh the Bank Feeds in Xero. Last reviewed 05 Oct 2026.
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