Hello there, amy21.
I'm glad you came here for support. It's my pleasure to help you record a donation in QuickBooks Desktop. Let's first setup a new item for the donation.
Let me walk you through how below:
- Go to Lists.
- Click Item List.
- Click the Item drop-down arrow at the bottom of the list and select New.
- Click the Type drop-down arrow and choose Service.
- Click the Account drop-down arrow and choose the corresponding account.
- Choose a name that matches the corresponding account; for example, a Donation item associated with the Grants income account.
Once done, you can now record donations in QuickBooks by using a sales receipt.
Here's how:
- Go to Customers.
- Click Enter Sales Receipt.
- Click the Customer:Job drop-down arrow and choose the donor/grant.
- Enter the amount of the donation that is being applied to the fund or project (class), as specified by the donor.
- If Deposit To appears at the bottom of the form, click the Deposit To drop-down arrow and choose the checking account to which you want to make the deposit.
- Click Save&Close.
In case you want to track donations, you can definitely run a few of the following reports in QuickBooks Desktop.
- Budget vs. Actual by Donors/Grants.
- Donor/Grants Report.
- Donor Contribution Summary.
- Budget vs. Actual by Programs/Projects.
You may also want to check out this article to learn more about customizing reports in QuickBooks: Customize reports in QuickBooks Desktop.
That should keep you on the right track. Let me know if you have follow-up questions about customer recording donations and I'd be glad to clear things up for you.
