Hello, We are a non-profit and our members send us their monthly subscription dues as a transfer from their bank. We don't generate or send invoices. We have an income category called "Monthly Subscription Dues", and we tag all the incoming bank transfers to this category. Unfortunately, this category is not setup as a subset of "Sales" category. So this creates the following problems: 1) Though the money we get shows up as income; it does not show up as sales. So reporting does not reflect the sales that we made on a monthly basis. I can work around this by generating income reporting. 2) For each of our members, I cannot figure out how money they have paid to date. In Sales, under customers, customer name, it shows no transactions. So I cannot determine if the member paid their dues this month or last month. Is there a way to fix this. I have a work around for my #1 issue, but I really need to find a solution to my #2 issue. Please help. Thanks
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Hello, Our customers pay us monthly using "Zelle Quickpay", which is convenient for us and them. There is no invoicing or any other method. They just pay their monthly subscription fees using Zelle. When I sync with my bank feed, these transactions show up as Transfers. So I have to manually add them as "Monthly Subscription Fees" income from a customer. Here are my two issues I would like your help with 1) These transactions are not showing up as "Sales". So this means that they are not recorded as sales under that customer name. How can I change it that these get recorded as Sales and show up both in dashboard and under customer name. 2) How can I make Quickbooks record these transactions automatically as "Sales" instead of "Transfers" Thank you for your advice.
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