annstephens
Level 3

Payments

ok thank you...

2) I have purchased and I'm using Running QB in Nonprofits by Ivens and it's very helpful. I do use Donations from home screen (= Sales Receipts) to record donations and send it to UF bc I often Make Deposits with more than one of the donation checks. We occasionally buy books or order tshirts to sell but usually pay when purchased so since that wouldn't be an "unpaid sale" I assume I could still enter these as a Sales Receipt item (rather than Donation item that I've created). But if I order something that will be paid later, I will enter as an invoice, if I'm understanding you correctly.

Page 128 in Ivens book, she says to use Customer > Enter Sales Receipt (Donation) which I think is what you're describing. So I'm not sure what you meant by "Don't listen to whoever told you Never to use Receive Payment; they are Wrong." because I understand Receive Payment is not for use for Donations but it is used for items that we invoice for future payment and then we are paid. So we would use Receive Payment for that purpose, I assume? Just wanting to clarify...

3) Re Customers menu, if i choose Customer Center, I can then see all the Donors list and clicking on each will show each donation they've made. (Is this the best way to view all their donations?) I now see that i just didn't go to next screen so i could apply donation to PP account and I understand that now for future. I wanted to start completely over and do it right by first unchecking UF in preferences before doing a PP donation so i could put it directly in PP and not UF. I was able to delete the 3 donations in PP account but how do I delete them from showing under the donor's name in Customer Center so i clear this and do the transaction properly making the entire $20 donation show up? See screenshot attached.

4) and 5) (are now understood)

Thank you...