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How do I use classes to track donations that aren't for a specific program?

I'm trying to set up classes to track functional expenses (program, management/general, fundraising). Currently I have donations received from a specific fundraising event in a sub-class under Fundraising, and donations received for a particular program in a sub-class under Program. How do I class donations that aren't specified for a particular program?

Ex:
1. Program
1.1 Support Groups
1.2 Conferences
2. Management/General
3. Fundraising
3.1 Ice Cream Social
3.2 Trivia Night

Best answer 04-19-2019 01:15 PM

Accepted Solutions
QuickBooks Team

Re: How do I use classes to track donations that aren't for a specific program?

Hello there, TPUtreasurer.

 

I'd be happy to share some information about tracking donations using classes in QuickBooks Online (QBO).

 

You can either leave donations as unclassified or create another class to track them. Unclassified donations will reflect as unspecified on your reports. If you choose to create another class for it, you can follow the steps below:

  1. Go to Sales.
  2. Click the Donors tab.
  3. Choose a donor, click Edit.
  4. Fill in the necessary information. Check the box for Is sub-donor.
  5. Click Save.

 

To know more about this, here's an article for you: How to record donations or charitable contributions.

 

Let me know if you have any other questions about this. I'll be keeping an eye out for your response and look forward to getting to the bottom of this

1 Comment
QuickBooks Team

Re: How do I use classes to track donations that aren't for a specific program?

Hello there, TPUtreasurer.

 

I'd be happy to share some information about tracking donations using classes in QuickBooks Online (QBO).

 

You can either leave donations as unclassified or create another class to track them. Unclassified donations will reflect as unspecified on your reports. If you choose to create another class for it, you can follow the steps below:

  1. Go to Sales.
  2. Click the Donors tab.
  3. Choose a donor, click Edit.
  4. Fill in the necessary information. Check the box for Is sub-donor.
  5. Click Save.

 

To know more about this, here's an article for you: How to record donations or charitable contributions.

 

Let me know if you have any other questions about this. I'll be keeping an eye out for your response and look forward to getting to the bottom of this