Church Pledges Report

[kmhc]

Our church just transitioned to Quickbooks Online.

We made an invoice for every donor for their annual pledge to the church.  The specific pledge, for 2019, is listed on the income account line as the "product/service" of "Pledge Receipts 2019," to distinguish this year's "product" from other years.

However, since everything is entered as invoices, it looks like we've received 100% of our pledges when I run a profit and loss report... which definitely isn't true.

Is it possible to run a "payments received vs. invoices" report, but filter it down to just one product/service (/line item)?

THANKS!

[Anonymous · Accepted solution]

You probably want to run your P&L on a cash basis. A cash basis report will show income from Invoices when you receive payments against them, on the dates of the payments.

Also, if you need to run donor statements for last you, try our app for that: BRC Donor Statements - QB Online 

[AlcaeusF]

Hello Anonymous,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.